How big is BTG and Associates' plan?

BTG and Associates' plan reported $644K in assets and 1 participants for 2025.

Original filing (PDF)20260323120404NAL0001461585001

BTG and Associates

Name: BTG and Associates — BTG and Associates 401(k) Plan, Form 5500 (2025)
Creator: BTG and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BTG and Associates 401(k) Plan

401(k) retirement plan · BTG and Associates' BTG and Associates 401(k) Plan held $644K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$644K

Net assets (EOY)

$644K

People on this filing

Kevin Boercker signed BTG and Associates' 2025 Form 5500 as plan administrator.

Kevin Boercker — 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

BTG and Associates' EIN is 84-3131974.

EIN 84-3131974

Plan number 001

Plan year 2025

ACK ID 20260323120404NAL0001461585001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for BTG and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

BTG and Associates' 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 BTG AND ASSOCIATES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

BTG AND ASSOCIATES

EIN

all filings

Address

345 118TH AVE SE, SUITE 210 · BELLEVUE, WA · 98005

Phone

(206) 607-2551

Industry

Finance & Insurance

Plan administrator