How big is BTX Holdings LLC's plan?

BTX Holdings LLC's plan reported $678K in assets and 24 participants for 2023.

Original filing (PDF)20240815100628NAL0027528242001

BTX Holdings LLC

Name: BTX Holdings LLC — BTX Holdings LLC 401(k) Plan, Form 5500 (2023)
Creator: BTX Holdings LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BTX Holdings LLC 401(k) Plan

401(k) retirement plan · BTX Holdings LLC's BTX Holdings LLC 401(k) Plan held $678K in plan assets for 24 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$678K

Net assets (EOY)

$678K

People on this filing

Michelle Morrelli signed BTX Holdings LLC's 2023 Form 5500 as plan administrator.

Michelle Morrelli — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

BTX Holdings LLC's EIN is 75-2587673.

EIN 75-2587673

Plan number 001

Plan year 2023

ACK ID 20240815100628NAL0027528242001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for BTX Holdings LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

BTX Holdings LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BTX HOLDINGS LLC.

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Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score