CHAD Rayburn signed BTAS, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BTAS, Inc.'s EIN is 31-1431073.
Download the official 2024 Form 5500 (PDF) for BTAS, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BTAS, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST. OPERATIO | 04-2647786 | — | RECORDKEEPER | -$32 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES, LLC | 13-4023176 | NEW YORK, NY | BROKER/ADVISOR | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.5M | 11.3% | |
| FA FREEDOM 2040 A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000 | Pooled Separate Account | — | — | $1.3M | 10.3% | |
| FA FREEDOM 2030 A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000 | Pooled Separate Account | — | — | $1.3M | 9.9% | |
| FA FREEDOM 2010 A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000 | Pooled Separate Account | — | — | $954K | 7.3% | |
| FA FREEDOM 2035 A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000 | Pooled Separate Account | — | — | $917K | 7.0% | |
| FA FREEDOM 2025 A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000 | Pooled Separate Account | — | — | $811K | 6.2% | |
| FA FREEDOM 2045 A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000 | Pooled Separate Account | — | — | $796K | 6.1% | |
| Money Market * Fidelity Government Money Market Fund ** 607 Common/Collective Trust Funds Putnam Stable Value | Stable Value | — | — | $736K | 5.6% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $616K | 4.7% | |
| Fidelity U. S. Bond Index Fund | Common Collective Trusts | — | — | $492K | 3.8% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $427K | 3.3% | |
| Fidelity Large CAP Growth Index | Mutual Funds | — | — | $418K | 3.2% | |
| FA FREEDOM 2050 A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000 | Pooled Separate Account | — | — | $371K | 2.9% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $273K | 2.1% | |
| FA FREEDOM 2020 A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000 | Pooled Separate Account | — | — | $240K | 1.8% | |
| FA FREEDOM 2015 A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000 | Pooled Separate Account | — | — | $238K | 1.8% | |
| Harbor Captial Appreciation Admin | Other securities | — | — | $223K | 1.7% | |
| Fidelity Large CAP Value Index | Mutual Funds | — | — | $213K | 1.6% | |
| Franklin Emerging Markets Debt Opportunities Fund | Mutual Funds | — | — | $168K | 1.3% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $161K | 1.2% | |
| FA FREEDOM 2055 A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000 | Pooled Separate Account | — | — | $135K | 1.0% | |
| Blackrock Advantage International Fund | Other securities | — | — | $126K | 1.0% | |
| Fidelity Advisor Freedom 2065 A ** 562 Fidelity Advisor Freemom INC A | Mutual Funds | — | — | $120K | 0.9% | |
| FA FREEDOM 2060 A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000 | Pooled Separate Account | — | — | $118K | 0.9% | |
| Franklin Small Cap Value A | Mutual Funds | — | — | $109K | 0.8% | |
| Franklin Low Duration Total Return Fund | Mutual Funds | — | — | $64K | 0.5% | |
| Franklin High Income Fund | Mutual Funds | — | — | $48K | 0.4% | |
| Janus Henderson Janus Henderson Triton S | Mutual Funds | — | — | $48K | 0.4% | |
| Blackrock Large Cap Focus Value Fund Investor A Shares | Other securities | — | — | $41K | 0.3% | |
| Particpant Loans * Participants Rates 3.25% to 8.50%, maximum of a five year term, | Bonds / Notes | — | — | $26K | 0.2% | |
| American Funds Investment Company of America Class R-4 | Mutual Funds | — | — | $16K | 0.1% | |
| Invesco Floating Rate ESG Fund Class Y | Mutual Funds | — | — | $10K | <0.1% | |
| Franklin Gold and Precious Metals Fund | Mutual Funds | — | — | $3K | <0.1% | |
| FA FREEDOM 2060 A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000 | Pooled Separate Account | — | — | $562 | <0.1% | |
| FUTURE FUND SERIES ACCOUNT II GREAT WEST LIFE & ANNUITY INSURANCE COMPANY · EIN 84-0467907 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FA FREEDOM 2005 A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUVALL & ASSOCIATES | 31-1182600 | DAYTON, OH | AUDITOR | $3K | — |
