Matthew Conner signed BT Americas Holdings Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BT Americas Holdings Inc.'s EIN is 20-2458368.
Download the official 2024 Form 5500 (PDF) for BT Americas Holdings Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BT Americas Holdings Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $158K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $1K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
| EMPOWER FINANCIAL SERVICES, INC. |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| GREENWOOD VILLAGE, CO |
| NONE |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $94K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $49K | — |
| PI | % 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 | Mutual Funds | — | — | $43.8M | 6.7% | |
| T Rowe Price T Rowe Price Mid-Cap Growth Fund N/R | Mutual Funds | — | — | $42.1M | 6.4% | |
| JP Morgan JP Morgan Equity Income R5 N/R | Other securities | — | — | $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 | Mutual Funds | — | — | $23.2M | 3.5% | |
| American Funds American Funds Europacific Growth R6 N/R | Mutual Funds | — | — | $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 | Other securities | — | — | $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 | Mutual Funds | — | — | $14.9M | 2.3% | |
| Vanguard Small Cap Index I N/R | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $13.6M | 2.1% | |
| Vanguard Dev Mar Index Instl N/R | Mutual Funds | — | — | $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 | Self-Directed Brokerage | — | — | $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% | Bonds / Notes | — | — | $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% |
