What public Form 5500 filings show about the Associates in Insurance Concepts Services, Inc. DBA BTA 401(k) plan — and how to find and check your own account.
Associates in Insurance Concepts Services, Inc. DBA BTA (EIN 95-3410460) reports BTA ADVISORY GROUP RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $1.3M in plan assets across 17 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Associates in Insurance Concepts Services, Inc. DBA BTA filing — schedules, fees, and providers.
Associates in Insurance Concepts Services, Inc. DBA BTA’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Associates in Insurance Concepts Services, Inc. DBA BTAHR for the recordkeeper’s name and login.
