How big is BTC Wholesale Distributors, Inc.'s plan?

BTC Wholesale Distributors, Inc.'s plan reported $15.1M in assets and 129 participants for 2024.

Original filing (PDF)20251013111242NAL0001098337001

BTC Wholesale Distributors, Inc.

Name: BTC Wholesale Distributors, Inc. — BTC Wholesale, Form 5500 (2024)
Creator: BTC Wholesale Distributors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BTC Wholesale Distributors, Inc. PSP/401(k) Plan

401(k) retirement plan · BTC Wholesale Distributors, Inc.'s BTC Wholesale Distributors, Inc. PSP/401(k) Plan held $15.1M in plan assets for 129 participants in 2024.

Signals · 1

No auditor on file

Active participants

129

Accounts w/ balance

117

Plan assets (EOY)

$15.1M

Net assets (EOY)

$15.1M

People on this filing

Bill Curlee signed BTC Wholesale Distributors, Inc.'s 2024 Form 5500 as plan sponsor.

Bill Curlee — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

BTC Wholesale Distributors, Inc.'s EIN is 63-0022740.

EIN 63-0022740

Plan number 001

Plan year 2024

ACK ID 20251013111242NAL0001098337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for BTC Wholesale Distributors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

BTC Wholesale Distributors, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BTC WHOLESALE DISTRIBUTORS, INC..

Finding similar companies…

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score