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Original filing (PDF)20251014110934NAL0001284147001
BTC MOBILITY, LLC
Form 5500
FILING_RECEIVED
BTC MOBILITY 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
189
Accounts w/ balance
373
Plan assets (EOY)
$31.3M
Net assets (EOY)
$31.3M
How this plan invests
This plan
46 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BTC MOBILITY, LLC.
Plan sponsor
Name
BTC MOBILITY, LLC
EIN
99-0377610
Address
260 CHARLES STREET · WALTHAM, MA · 02453
Phone
(617) 981-7557
Industry
Software Publishers· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $31K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $20K | — |
Investments
46 direct securities· $31.2M(100% of reported assets)
Uncategorized
$27.2M
45 holdings
Mutual Funds
$4.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments Fidelity 500 Index Fund | Mutual Funds | — | — | $4.0M | 12.8% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund | — | — | — | $3.2M | 10.4% | |
| T. Rowe Price T. Rowe Price Institutional Large Cap Growth Fund | — | — | — | $2.6M | 8.4% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund | — | — | — | $2.6M | 8.2% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund | — | — | — | $2.1M | 6.6% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund | — | — | — | $2.0M | 6.4% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund | — | — | — | $1.6M | 5.2% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund | — | — | — | $1.3M | 4.1% | |
| Vanguard Equity Income Admiral Shares Fund | — | — | — | $1.0M | 3.2% | |
| Fidelity Investments Fidelity Total Bond Fund | — | — | — | $973K | 3.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $713K | 2.3% | |
| Money market fund Vanguard Federal Money Market Fund | — | — | — | $616K | 2.0% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $595K | 1.9% | |
| Janus Henderson Enterprise Fund | — | — | — | $567K | 1.8% | |
| Fidelity Investments Fidelity International Discovery Fund | — | — | — | $530K | 1.7% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $527K | 1.7% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund | — | — | — | $525K | 1.7% | |
| Fidelity Investments Fidelity Select Software Fund | — | — | — | $524K | 1.7% | |
| Oppenheimer Main Street Fund | — | — | — | $496K | 1.6% | |
| Glenmede Small Cap Equity Advisor Fund | — | — | — | $487K | 1.6% | |
| Fidelity Investments Fidelity Balanced Fund | — | — | — | $440K | 1.4% | |
| Fidelity Investments Fidelity Select Retailing Fund | — | — | — | $410K | 1.3% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $345K | 1.1% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $336K | 1.1% | |
| American Century Mid Cap Value Fund | — | — | — | $271K | 0.9% | |
| Conestoga Small Cap Fund | — | — | — | $269K | 0.9% | |
| Fidelity Investments Fidelity Emerging Markets Index Fund | — | — | — | $254K | 0.8% | |
| DFA International Value Portfolio Institutional Class | — | — | — | $242K | 0.8% | |
| Participant loans various dates, secured by participant account balances | — | — | — | $220K | 0.7% | |
| American Funds American Funds New Perspective Fund Class Fund | — | — | — | $201K | 0.6% | |
| DFA U.S. Targeted Value Fund | — | — | — | $192K | 0.6% | |
| Federated Hermes Federated Opportunistic High Yield Bond Institutional Fund | — | — | — | $188K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Fund | — | — | — | $187K | 0.6% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund | — | — | — | $182K | 0.6% | |
| Fidelity Investments Fidelity Select Biotech Fund | — | — | — | $134K | 0.4% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Fund | — | — | — | $126K | 0.4% | |
| Fidelity Investments Fidelity Select Chemicals Fund | — | — | — | $70K | 0.2% | |
| Brandywine Global BrandywineGlobal Global Opportunities Bond Fund | — | — | — | $38K | 0.1% | |
| DFA Inflation Protected Securities Port Fund | — | — | — | $32K | 0.1% | |
| American Funds American Funds New World Fund Class Fund | — | — | — | $27K | <0.1% | |
| Vanguard Lifestrategy Conservative Growth Fund | — | — | — | $25K | <0.1% | |
| T. Rowe Price T.Rowe Price Retirement 2065 Fund | — | — | — | $21K | <0.1% | |
| Victory Trivalent Victory Trivalent International Small Cap Fund | — | — | — | $15K | <0.1% | |
| T. Rowe Price T.Rowe Price Retirement 2010 Fund | — | — | — | $13K | <0.1% | |
| Vanguard Lifestrategy Growth Fund | — | — | — | $11K | <0.1% | |
| Vanguard Lifestrategy Moderate Growth Fund | — | — | — | $9K | <0.1% |
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