How big is BTC Mobility, LLC's plan?

BTC Mobility, LLC's plan reported $31.3M in assets and 189 participants for 2024.

Original filing (PDF)20251014110934NAL0001284147001

BTC Mobility, LLC

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

Form 5500

FILING_RECEIVED

BTC Mobility 401(k) Retirement Plan

401(k) retirement plan · BTC Mobility, LLC's BTC Mobility 401(k) Retirement Plan held $31.3M in plan assets for 189 participants in 2024, with Fidelity as recordkeeper.

Active participants

189

Accounts w/ balance

373

Plan assets (EOY)

$31.3M

Net assets (EOY)

$31.3M

People on this filing

Richard Whalen signed BTC Mobility, LLC's 2024 Form 5500 as plan administrator.

Richard Whalen — 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

BTC Mobility, LLC's EIN is 99-0377610.

EIN 99-0377610

Plan number 002

Plan year 2024

ACK ID 20251014110934NAL0001284147001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

BTC Mobility, LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

BTC MOBILITY, LLC

EIN

all filings

Address

260 CHARLES STREET · WALTHAM, MA · 02453

Phone

(617) 981-7557

Industry

Software Publishers· Information / Tech / Media

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$31K	—

Advisor / Consultant

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)

Other securities

$18.4M

20 holdings

Mutual Funds

$10.5M

20 holdings

Common Collective Trusts

$2.1M

5 holdings

Participant loans

$220K

1 holding

					% of plan
s * Fidelity Investments Fidelity 500 Index Fund	Mutual Funds	—	—	$4.0M	12.8%
T. Rowe Price T. Rowe Price Retirement 2040 Fund	Other securities	—	—	$3.2M	10.4%
T. Rowe Price T. Rowe Price Institutional Large Cap Growth Fund	Other securities	—	—	$2.6M	8.4%
T. Rowe Price T. Rowe Price Retirement 2045 Fund	Other securities	—	—	$2.6M	8.2%
T. Rowe Price T. Rowe Price Retirement 2030 Fund	Other securities	—	—	$2.1M	6.6%
T. Rowe Price T. Rowe Price Retirement 2035 Fund	Other securities	—	—	$2.0M	6.4%
T. Rowe Price T. Rowe Price Retirement 2050 Fund	Other securities	—	—	$1.6M	5.2%
T. Rowe Price T. Rowe Price Retirement 2055 Fund	Other securities	—	—	$1.3M	4.1%
Vanguard Equity Income Admiral Shares Fund	Mutual Funds	—	—	$1.0M	3.2%
Fidelity Investments Fidelity Total Bond Fund	Mutual Funds	—	—	$973K	3.1%
T. Rowe Price T. Rowe Price Retirement 2060 Fund	Other securities	—	—	$713K	2.3%
Money market fund Vanguard Federal Money Market Fund	Mutual Funds	—	—	$616K	2.0%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$595K	1.9%
Janus Henderson Enterprise Fund	Mutual Funds	—	—	$567K	1.8%
Fidelity Investments Fidelity International Discovery Fund	Mutual Funds	—	—	$530K	1.7%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$527K	1.7%
T. Rowe Price T. Rowe Price Retirement 2025 Fund	Other securities	—	—	$525K	1.7%
Fidelity Investments Fidelity Select Software Fund	Mutual Funds	—	—	$524K	1.7%
Oppenheimer Main Street Fund	Mutual Funds	—	—	$496K	1.6%
Glenmede Small Cap Equity Advisor Fund	Other securities	—	—	$487K	1.6%
Fidelity Investments Fidelity Balanced Fund	Mutual Funds	—	—	$440K	1.4%
Fidelity Investments Fidelity Select Retailing Fund	Mutual Funds	—	—	$410K	1.3%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$345K	1.1%
Fidelity Investments Fidelity U.S. Bond Index Fund	Common Collective Trusts	—	—	$336K	1.1%
American Century Mid Cap Value Fund	Other securities	—	—	$271K	0.9%
Conestoga Small Cap Fund	Other securities	—	—	$269K	0.9%
Fidelity Investments Fidelity Emerging Markets Index Fund	Common Collective Trusts	—	—	$254K	0.8%
DFA International Value Portfolio Institutional Class	Mutual Funds	—	—	$242K	0.8%
Participant loans various dates, secured by participant account balances	Participant loans	—	—	$220K	0.7%
American Funds American Funds New Perspective Fund Class Fund	Mutual Funds	—	—	$201K	0.6%
DFA U.S. Targeted Value Fund	Mutual Funds	—	—	$192K	0.6%
Federated Hermes Federated Opportunistic High Yield Bond Institutional Fund	Other securities	—	—	$188K	0.6%
T. Rowe Price T. Rowe Price Retirement 2015 Fund	Other securities	—	—	$187K	0.6%
T. Rowe Price T. Rowe Price Retirement 2020 Fund	Other securities	—	—	$182K	0.6%
Fidelity Investments Fidelity Select Biotech Fund	Mutual Funds	—	—	$134K	0.4%
T. Rowe Price T. Rowe Price Retirement 2005 Fund	Other securities	—	—	$126K	0.4%
Fidelity Investments Fidelity Select Chemicals Fund	Mutual Funds	—	—	$70K	0.2%
Brandywine Global BrandywineGlobal Global Opportunities Bond Fund	Other securities	—	—	$38K	0.1%
DFA Inflation Protected Securities Port Fund	Mutual Funds	—	—	$32K	0.1%
American Funds American Funds New World Fund Class Fund	Mutual Funds	—	—	$27K	<0.1%
Vanguard Lifestrategy Conservative Growth Fund	Mutual Funds	—	—	$25K	<0.1%
T. Rowe Price T.Rowe Price Retirement 2065 Fund	Other securities	—	—	$21K	<0.1%
Victory Trivalent Victory Trivalent International Small Cap Fund	Other securities	—	—	$15K	<0.1%
T. Rowe Price T.Rowe Price Retirement 2010 Fund	Other securities	—	—	$13K	<0.1%
Vanguard Lifestrategy Growth Fund	Mutual Funds	—	—	$11K	<0.1%
Vanguard Lifestrategy Moderate Growth Fund	Mutual Funds	—	—	$9K	<0.1%