Original filing (PDF)20251013100047NAL0000982545001

BTS USA, INC.

Name: BTS USA, INC. — BTS USA, INC. 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: BTS USA, INC.

Form 5500

FILING_RECEIVED

BTS USA, INC. 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

402

Accounts w/ balance

442

Plan assets (EOY)

$74.4M

Net assets (EOY)

$74.4M

How this plan invests

This plan

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

100

Participation health

100

Helping the score

No Schedule C compensation disclosed — likely a small plan or unbundled.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BTS USA, INC..

Plan sponsor

Name

BTS USA, INC.

EIN

06-1356708

Address

350 FIFTH AVENUE · SUITE 5020 · NEW YORK, NY · 10118

Phone

(508) 373-1100

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

FIONDELLA, MILONE & LASARACINA LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	-$47K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$17K	—

Investments

35 direct securities· $73.9M(99% of reported assets)

Uncategorized

$62.2M

34 holdings

Mutual Funds

$11.7M

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
s * Fidelity Investments Fidelity 500 Index	Mutual Funds	—	—	$11.7M	15.7%
Fidelity Investments Fidelity Contrafund Class K	—	—	—	$9.1M	12.2%
Fidelity Investments Fidelity Select Software and Computer Services Portfolio	—	—	—	$5.0M	6.7%
Fidelity Investments Fidelity Freedom 2055 Fund Class K	—	—	—	$4.5M	6.1%
Fidelity Investments Fidelity Freedom 2035 Fund Class K	—	—	—	$3.9M	5.3%
Fidelity Investments Fidelity Freedom 2045 Fund Class K	—	—	—	$3.2M	4.3%
Fidelity Investments Fidelity Freedom 2050 Fund Class K	—	—	—	$3.1M	4.1%
Fidelity Investments Fidelity International Index	—	—	—	$2.9M	3.9%
Fidelity Investments Fidelity Freedom 2030 Fund Class K	—	—	—	$2.4M	3.2%
Fidelity Investments Fidelity Freedom 2060 Fund Class K	—	—	—	$2.1M	2.8%
Fidelity Investments Fidelity Freedom 2040 Fund Class K	—	—	—	$2.1M	2.8%
Vanguard Energy Index Admiral	—	—	—	$2.0M	2.7%
Fidelity Investments Fidelity Emerging Markets K	—	—	—	$2.0M	2.7%
Fidelity Investments Fidelity Small Cap Growth	—	—	—	$1.9M	2.6%
Fidelity Investments Fidelity Extended Market Index	—	—	—	$1.8M	2.5%
Putnam Large Cap Value Fund	—	—	—	$1.8M	2.4%
MFS Series Trust MFS Midcap Value R6	—	—	—	$1.6M	2.1%
Vanguard Health Care Fund Admiral Shares	—	—	—	$1.4M	1.8%
Pimco Total Return Fund Class I-2	—	—	—	$1.3M	1.7%
Fidelity Investments Fidelity Low Priced Stock Fund	—	—	—	$1.2M	1.6%
Hartford Schroders International Stock Fund	—	—	—	$1.1M	1.5%
Fidelity Investments Fidelity Puritan Fund	—	—	—	$1.0M	1.4%
American Century Small Cap Value Fund	—	—	—	$1.0M	1.4%
Fidelity Investments Fidelity US Bond Index	—	—	—	$1.0M	1.4%
MFS Series Trust MFS Midcap Growth R6	—	—	—	$941K	1.3%
Fidelity Investments Fidelity Freedom 2025 Fund Class K	—	—	—	$865K	1.2%
Fidelity Investments Fidelity Freedom 2065 Fund Class K	—	—	—	$806K	1.1%
Money Market Funds * Fidelity Investments Fidelity Government Money Market	—	—	—	$694K	0.9%
Fidelity Investments Fidelity Government Income	—	—	—	$431K	0.6%
PGIM High Yield R6	—	—	—	$277K	0.4%
Davis Series Davis Financial A	—	—	—	$261K	0.4%
Parnassus Core Equity Fund	—	—	—	$159K	0.2%
Fidelity Investments Fidelity Freedom 2020 Fund Class K	—	—	—	$152K	0.2%
Franklin Utilities A1	—	—	—	$152K	0.2%
Fidelity Investments Fidelity Freedom 2015 Fund Class K	—	—	—	$13K	<0.1%