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Original filing (PDF)20251003054317NAL0001829312001
BT BIDCO, INC.
Form 5500
FILING_RECEIVED
BIORA THERAPEUTICS RETIREMENT PLAN
401(k) retirement plan
Active participants
37
Accounts w/ balance
231
Plan assets (EOY)
$20.6M
Net assets (EOY)
$20.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
28 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 BIDCO, INC..
Plan sponsor
Name
BT BIDCO, INC.
EIN
33-3579291
Address
10070 CARROLL CANYON ROAD · #100 · SAN DIEGO, CA · 92131
Phone
(760) 803-9285
Industry
Health Care & Social Assistancesee 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
2025-10-03
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
BAKER TILLY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $31K | — |
Investments
26 direct securities · 2 pooled funds· $20.5M(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.
Registered Investment Companies
$19.5M
26 holdings
Common Collective Trust
$1.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $3.9M | 19.0% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $3.3M | 16.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.0M | 9.8% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $1.4M | 6.8% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $1.1M | 5.5% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.1M | 5.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $809K | 3.9% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $756K | 3.7% | |
| JPMORGAN SMALL CAP EQUITY R6 | Registered Investment Companies | — | — | $730K | 3.5% | |
| LARGE CAP VALUE R1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $561K | 2.7% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $529K | 2.6% | |
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $488K | 2.4% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $485K | 2.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $453K | 2.2% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $432K | 2.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $362K | 1.8% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $301K | 1.5% | |
| HARTFORD STRAT INC FUND R6 | Registered Investment Companies | — | — | $297K | 1.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $281K | 1.4% | |
| INVESCO EQUITY AND INCOME R6 | Registered Investment Companies | — | — | $259K | 1.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $219K | 1.1% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $209K | 1.0% | |
| DFA INT GOVT FIXED INC INST | Registered Investment Companies | — | — | $141K | 0.7% | |
| DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $137K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $121K | 0.6% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $45K | 0.2% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $23K | 0.1% | |
| THORNBURG LIMITED TERM INC R6 | Registered Investment Companies | — | — | $16K | <0.1% |
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