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Original filing (PDF)20250827101046NAL0009275233001
BTAS, INC.
Form 5500
FILING_RECEIVED
BTAS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
73
Accounts w/ balance
158
Plan assets (EOY)
$13.0M
Net assets (EOY)
$13.0M
How this plan invests
This plan
14 pooled trusts
Schedule D
33 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
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BTAS, INC..
Plan sponsor
Name
BTAS, INC.
EIN
31-1431073
Address
4391 DAYTON-XENIA ROAD · BEAVERCREEK, OH · 45432
Phone
(937) 431-9431
Industry
Professional & Technical Servicessee 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
2025-08-27
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
DUVALL & ASSOCIATES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST. OPERATIO | 04-2647786 | — | RECORDKEEPER | -$32 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES, LLC | 13-4023176 | NEW YORK, NY | BROKER/ADVISOR | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUVALL & ASSOCIATES | 31-1182600 | DAYTON, OH | AUDITOR | $3K | — |
Investments
22 direct securities · 14 pooled funds· $13.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$7.2M
14 holdings
Uncategorized
$5.8M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $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 | — | — | — | $736K | 5.6% | |
| Fidelity Total International Index Fund | — | — | — | $616K | 4.7% | |
| Fidelity U. S. Bond Index Fund | — | — | — | $492K | 3.8% | |
| Fidelity Mid Cap Index | — | — | — | $427K | 3.3% | |
| Fidelity Large CAP Growth Index | — | — | — | $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 | — | — | — | $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 | — | — | — | $223K | 1.7% | |
| Fidelity Large CAP Value Index | — | — | — | $213K | 1.6% | |
| Franklin Emerging Markets Debt Opportunities Fund | — | — | — | $168K | 1.3% | |
| Fidelity Small Cap Index | — | — | — | $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 | — | — | — | $126K | 1.0% | |
| Fidelity Advisor Freedom 2065 A ** 562 Fidelity Advisor Freemom INC A | — | — | — | $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 | — | — | — | $109K | 0.8% | |
| Franklin Low Duration Total Return Fund | — | — | — | $64K | 0.5% | |
| Franklin High Income Fund | — | — | — | $48K | 0.4% | |
| Janus Henderson Janus Henderson Triton S | — | — | — | $48K | 0.4% | |
| Blackrock Large Cap Focus Value Fund Investor A Shares | — | — | — | $41K | 0.3% | |
| Particpant Loans * Participants Rates 3.25% to 8.50%, maximum of a five year term, | — | — | — | $26K | 0.2% | |
| American Funds Investment Company of America Class R-4 | — | — | — | $16K | 0.1% | |
| Invesco Floating Rate ESG Fund Class Y | — | — | — | $10K | <0.1% | |
| Franklin Gold and Precious Metals Fund | — | — | — | $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% |
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