Back to filter
Original filing (PDF)20250923154602NAL0007058944001
BT AMERICAS HOLDINGS INC.
Form 5500
FILING_RECEIVED
BT U.S. RETIREMENT SAVINGS PLAN 401(K)
401(k) retirement plan
Signals · 1
6 service providers
Active participants
648
Accounts w/ balance
1,949
Plan assets (EOY)
$652.2M
Net assets (EOY)
$652.2M
How this plan invests
This plan
20 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BT AMERICAS HOLDINGS INC..
Plan sponsor
Name
BT AMERICAS HOLDINGS INC.
EIN
20-2458368
Address
8951 CYPRESS WATERS BLVD SUITE 200 · DALLAS, TX · 75019
Phone
(972) 830-8100
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $158K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $94K | — |
Other
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $49K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $1K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
Investments
14 direct securities · 20 pooled funds· $652.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$254.3M
12 holdings
Common Collective Trust
$150.2M
18 holdings
Pooled Separate Account
$106.7M
2 holdings
Mutual Funds
$85.0M
1 holding
Guaranteed Income / GIC
$56.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE US LG CAP GROWTH EQTY (IS P EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 828 | Pooled Separate Account | — | — | $90.0M | 13.8% | |
| Vanguard Institutional Index N/R | Mutual Funds | — | — | $85.0M | 13.0% | |
| * Empower Annuity Insurance Guaranteed Income Fund N/R | Guaranteed Income / GIC | — | — | $56.0M | 8.6% | |
| T Rowe Price T Rowe Price New Horizons N/R | — | — | — | $43.8M | 6.7% | |
| T Rowe Price T Rowe Price Mid-Cap Growth Fund N/R | — | — | — | $42.1M | 6.4% | |
| JP Morgan JP Morgan Equity Income R5 N/R | — | — | — | $41.7M | 6.4% | |
| FLEXPATH INDEX MODERATE 2035 M GREAT GRAY · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $33.2M | 5.1% | |
| FLEXPATH INDEX MODERATE RETIREMENT GREAT GRAY · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $25.2M | 3.9% | |
| Dodge & Cox Dodge & Cox Income Fund N/R | — | — | — | $23.2M | 3.5% | |
| American Funds American Funds Europacific Growth R6 N/R | — | — | — | $22.9M | 3.5% | |
| FLEXPATH INDEX CONSERVATIVE 2035 M GREAT GRAY · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $20.2M | 3.1% | |
| Principal SC Val II Inst N/R | — | — | — | $17.0M | 2.6% | |
| MID CAP VALUE / ROBECO BOSTON PARTN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $16.7M | 2.6% | |
| FLEXPATH INDEX MOD 2045 FUND CL M GREAT GRAY · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $16.1M | 2.5% | |
| FLEXPATH INDEX CONSERVATIVE RETIREM GREAT GRAY · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $15.2M | 2.3% | |
| Vanguard Mid-Cap Index Instl N/R | — | — | — | $14.9M | 2.3% | |
| Vanguard Small Cap Index I N/R | — | — | — | $14.7M | 2.3% | |
| FLEXPATH INDEX AGG 2035 FUND CL M GREAT GRAY · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $14.2M | 2.2% | |
| Vanguard Total Bond Market Index Fund N/R | — | — | — | $13.6M | 2.1% | |
| Vanguard Dev Mar Index Instl N/R | — | — | — | $10.6M | 1.6% | |
| FLEXPATH INDEX CONSERVATIVE 2045 M GREAT GRAY · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $8.7M | 1.3% | |
| Self-Directed Brokerage Accounts * Participants Self-Directed Brokerage N/R | — | — | — | $7.4M | 1.1% | |
| FLEXPATH INDEX AGG 2045 FUND CL M GREAT GRAY · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $6.3M | 1.0% | |
| FLEXPATH INDEX AGGRESSIVE RETIREMEN GREAT GRAY · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $4.8M | 0.7% | |
| FLEXPATH INDEX MODERATE 2055 M GREAT GRAY · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $3.8M | 0.6% | |
| Company * Participant Loans Interest rates: 5.25% - 10.50% | — | — | — | $2.5M | 0.4% | |
| FLEXPATH INDEX CONSERVATIVE 2055 M GREAT GRAY · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $1.2M | 0.2% | |
| FLEXPATH INDEX AGG 2055 FUND CL M GREAT GRAY · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $866K | 0.1% | |
| FLEXPATH INDEX MOD 2065 FUND CL M GREAT GRAY · EIN 38-7271379 / PN 760 | Common Collective Trust | — | — | $275K | <0.1% | |
| FLEXPATH INDEX AGG 2065 FUND CL M GREAT GRAY · EIN 38-7271378 / PN 759 | Common Collective Trust | — | — | $219K | <0.1% | |
| FLEXPATH INDEX CNSRV 2065 FUND CL M GREAT GRAY · EIN 38-7271380 / PN 761 | Common Collective Trust | — | — | $43K | <0.1% | |
| FLEXPATH INDEX CONSERVATIVE 2025 M GREAT GRAY · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX AGG 2025 FUND CL M GREAT GRAY · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH INDEX MODERATE 2025 M GREAT GRAY · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% |