Huong T Nguyen signed Factor Systems, LLC. DBA Billtrust (a Wholly Owned Subsidiary of BTRS' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Factor Systems, LLC. DBA Billtrust (a Wholly Owned Subsidiary of BTRS' EIN is 83-3780685.
Download the official 2024 Form 5500 (PDF) for Factor Systems, LLC. DBA Billtrust (a Wholly Owned Subsidiary of BTRS from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Factor Systems, LLC. DBA Billtrust (a Wholly Owned Subsidiary of BTRS' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 43-1270780 | SHAWNEE MISSION, KS | ADVISOR | $60K | — |
| PROACCOUNT | 73-0988442 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2045 Fund Class R6 | Mutual Funds | — | — | $8.6M | 15.1% | |
| Nuveen Lifecycle Index 2055 Fund Class R6 | Mutual Funds | — | — | $6.5M | 11.5% | |
| Vanguard Vngrd 500 Index Fd As | Common Collective Trusts | — | — | $6.2M | 10.9% | |
| Nuveen Lifecycle Index 2035 Fund Class R6 | Mutual Funds | — | — | $4.9M | 8.6% | |
| Vanguard Vngrd Ttl Stmkt Indx Fd As | Mutual Funds | — | — | $3.7M | 6.6% | |
| Market Fund Premier Class Fidelity Advisor Growth Opportunities | Mutual Funds | — | — | $2.7M | 4.7% | |
| VNGRD MID-CAP IDX FD AS MUTUAL FUND | Common Collective Trusts | — | — | $2.5M | 4.4% | |
| Vanguard Vngrd Sm Cap Indx Fd As | Mutual Funds | — | — | $2.1M | 3.7% | |
| Nuveen Lifecycle Index 2025 Fund Class R6 | Mutual Funds | — | — | $1.9M | 3.3% | |
| Vanguard Vngrd Bal Indx Adml | Mutual Funds | — | — | $1.7M | 3.0% | |
| Vanguard Vngrd Val Indx Adml | Mutual Funds | — | — | $1.7M | 2.9% | |
| Vanguard Vngrd Devl Mkt Indx Adml | Mutual Funds | — | — | $1.5M | 2.6% | |
| Nuveen Lifecycle Index 2060 Fund Class R6 | Mutual Funds | — | — | $1.4M | 2.5% | |
| Nuveen Lifecycle Index 2040 Fund Class R6 | Mutual Funds | — | — | $1.2M | 2.0% | |
| Investments at Contract Value * Nationwide Life Insurance Company Fixed Select Contract | Common Stocks | — | — | $1.0M | 1.8% | |
| Nuveen Lifecycle Index 2050 Fund Class R6 | Mutual Funds | — | — | $784K | 1.4% | |
| Fidelity Fid 500 Indx | Mutual Funds | — | — | $540K | 0.9% | |
| Vanguard Vngrd Ttl Bnd Mkt Ldx Adm | Mutual Funds | — | — | $509K | 0.9% | |
| Nuveen Lifecycle Index Retirement Inc R6 | Mutual Funds | — | — | $425K | 0.7% | |
| Vanguard Vngrd Emrg Mkt Stkindxadml | Mutual Funds | — | — | $375K | 0.7% | |
| Participant Loans Interest rates ranging from 5.25% to 10.5% - | Bonds / Notes | — | — | $347K | 0.6% | |
| Vanguard Vngrd Wlsly Inc Adml | Mutual Funds | — | — | $327K | 0.6% | |
| PIMCO Pimcocomdyrealrtnstratinst | Mutual Funds | — | — | $270K | 0.5% | |
| Dodge & Cox Dodge & Cox International Stock Fund | Mutual Funds | — | — | $264K | 0.5% | |
| DODGECOX INTL STK CLASS I MUTUAL FUND | Other securities | — | — | $264K | 0.5% | |
| Fidelity Fid Intl Indx | Mutual Funds | — | — | $260K | 0.5% | |
| Fidelity Fidadv Enrgy I 84 Fidelity Fidadv Gr Oppr Inst 815 Fidelity Fidadv Util I 41 FirstEagle Gold Class Frstegle Gold R6 103 Goldman Sachs Gdmnscs Gqgptnrintloppr R6 | Mutual Funds | — | — | $260K | 0.5% | |
| Loomis Nw Loomis Allcap Gr R6 | Other securities | — | — | $242K | 0.4% | |
| AVNTS US LGCAP VAL INST MUTUAL FUND | Other securities | — | — | $232K | 0.4% | |
| Institutional 3 Class Avantis U.S. Large Cap Value Fund | Other securities | — | — | $232K | 0.4% | |
| VANGUARD FED MONEY MKT FUND - INVESTR CLMUTUAL FUND | Mutual Funds | — | — | $231K | 0.4% | |
| Investor Class Putman Ptnm Lgcap Val R6 | Other securities | — | — | $218K | 0.4% | |
| Fidelity Fid Infl Prtct Bd Indx | Mutual Funds | — | — | $214K | 0.4% | |
| JP Morgan Jpm Lgcap Gr R6 | Other securities | — | — | $214K | 0.4% | |
| AVNTS EMRG MKT EQ INST MUTUAL FUND | Other securities | — | — | $205K | 0.4% | |
| Avantis Emerging Markets Equity Fund Inst | Other securities | — | — | $205K | 0.4% | |
| JP Morgan Jnshndrsn Glbl Lf Scnc N 49 JP Morgan Jpm Eq Inc R5 | Common Stocks | — | — | $203K | 0.4% | |
| Class I Federated Hermes Fed Hrms Gov Oblgtns Prmr | Other securities | — | — | $180K | 0.3% | |
| Bond Fund Class R6 Shares Nuveen Lifecycle Index 2065 Fund Class R6 | Mutual Funds | — | — | $149K | 0.3% | |
| PGIM Ttl Rtn Bd R6 | Other securities | — | — | $146K | 0.3% | |
| Dimensional Dfa Us Core Eq 2 Inst | Mutual Funds | — | — | $141K | 0.2% | |
| s (continued) Federated Hermes Federated Hermes Institutional High Yield | Mutual Funds | — | — | $139K | 0.2% | |
| FED HRMS INST HIYLDBD R6 MUTUAL FUND | Other securities | — | — | $139K | 0.2% | |
| Nuveen Lifecycle Index 2030 Fund Class R6 | Mutual Funds | — | — | $136K | 0.2% | |
| MFS Mdcap Gr R6 | Mutual Funds | — | — | $128K | 0.2% | |
| Diamond Hill Diamond Hill Mdcap I | Other securities | — | — | $127K | 0.2% | |
| Fidelity Fid Us Bd Indx | Mutual Funds | — | — | $124K | 0.2% | |
| Principal Prncpl Glbl Realest R6 | Other securities | — | — | $123K | 0.2% | |
| Fund Class Z Invesco Small Cap Value Fund Class R6 | Mutual Funds | — | — | $109K | 0.2% | |
| Vanguard Vngrd Realest Indx Adml | Mutual Funds | — | — | $108K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISORY |
| $15K |
| — |
