How big is Bts22, LLC's plan?

Bts22, LLC's plan reported $159K in assets and 5 participants for 2024.

Original filing (PDF)20250331064555NAL0006110161001

Bts22, LLC

Name: Bts22, LLC — Bts22 401(k) Plan, Form 5500 (2024)
Creator: Bts22, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bts22 401(k) Plan

401(k) retirement plan · Bts22, LLC's Bts22 401(k) Plan held $159K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$159K

Net assets (EOY)

$159K

Plan identifiers

Bts22, LLC's EIN is 88-2122410.

EIN 88-2122410

Plan number 001

Plan year 2024

ACK ID 20250331064555NAL0006110161001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bts22, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bts22, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BTS22, LLC.

Finding similar companies…

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

BTS22, LLC

EIN

all filings

Address

702 WASHINGTON ST. · PELLA, IA · 50219

Phone

(641) 619-5850

Industry

Finance & Insurance

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

2025-03-31

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Clairmont Financial Advisors, LLC

Clairmont Financial Advisors, LLC 401(k) Plan

$158K · 4 participants

Wiregrass Investment Management, LLC

Wiregrass Investment Management Retirement Savings Plan

$159K · 2 participants

Montane Group, Inc.

The Montane Group 401(k) Profit Sharing Plan

$159K · 4 participants

Pacific Heart LUNG & Blood INS

Pacific Heart LUNG & Blood INS 401(k) Profit Sharing Plan & Trust

$159K · 3 participants

HAAS Financial Group

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.