Original filing (PDF)20250827084827NAL0004924675001

Associates in Insurance Concepts Services, Inc. DBA BTA

Name: Associates in Insurance Concepts Services, Inc. DBA BTA — Form 5500 Plan 001 (2024)
Creator: Associates in Insurance Concepts Services, Inc. DBA BTA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

BTA Advisory Group Retirement Savings Plan

401(k) retirement plan · Associates in Insurance Concepts Services, Inc. DBA BTA's BTA Advisory Group Retirement Savings Plan held $1.3M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Associates in Insurance Concepts Services, Inc. DBA BTA's EIN is 95-3410460.

EIN 95-3410460

Plan number 001

Plan year 2024

ACK ID 20250827084827NAL0004924675001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Associates in Insurance Concepts Services, Inc. DBA BTA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Associates in Insurance Concepts Services, Inc. DBA BTA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASSOCIATES IN INSURANCE CONCEPTS SERVICES, INC. DBA BTA.

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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