What public Form 5500 filings show about the Factor Systems, LLC. DBA Billtrust (a Wholly Owned Subsidiary of BTRS 401(k) plan — and how to find and check your own account.
Factor Systems, LLC. DBA Billtrust (a Wholly Owned Subsidiary of BTRS (EIN 83-3780685) reports FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) on its most recent Form 5500, with $57.1M in plan assets across 592 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 Factor Systems, LLC. DBA Billtrust (a Wholly Owned Subsidiary of BTRS filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Nationwide, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Factor Systems, LLC. DBA Billtrust (a Wholly Owned Subsidiary of BTRS 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING, PROACCOUNT.
