Plan Ledger DOL Form 5500 · updated monthly

Btas, Inc.401(k)

BTAS, INC. 401(K) PROFIT SHARING PLAN · BEAVERCREEK, OH · plan year 2024

Reported admin expense ratio · 2024
0.02%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Btas, Inc. reported $2,816 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,325 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.03% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (1,737th of 3,295), and 7,083rd of 11,654 in professional & technical services. In 2024, employees put in $3.71 for every $1.00 the employer contributed; active participation has shrunk from 93 to 73 since 2022.

Plan summary
Net assets, end of year$13,029,813
Participants with balances158
Active participants73
Employer contributions$169,744
Employee contributions$629,089
Employer contribution per active participant$2,325
Average account balance$82,467
Benefits paid to participants$1,677,926
Plan auditDisclaimer of opinion
AuditorDUVALL & ASSOCIATES, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 158 accts · $170K emplr
2023$12.5M · 183 accts · $179K emplr
2022$12.1M · 192 accts · $145K emplr
Administrative expenses, itemized · 2024
Audit (IQPA)$2,848
Total administrative$2,816
The Btas, Inc. 401(k) match · 2024
Employer contribution per active participant$2,325
Median for plans this size$2,416
2024$2,325 per active participant
2023$2,520 per active participant
2022$1,558 per active participant

Btas, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
DUVALL & ASSOCIATES · Accounting / audit$2,848
PARK AVENUE SECURITIES, LLCindirect comp
FIDELITY INVESTMENTS INST. OPERATIO · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$2,816 · 0.02%
2023$1,799 · 0.01%
2022$4,391 · 0.03%
Same employer
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R.E. Warner & Associates OH$13.6M · 0.24%
Clearsulting LLC OH$13.3M · 0.23%
Surety HR, Inc. OH$13.2M · 0.49%
Amplifybio, LLC OH$13.0M · 0.56%
Arcos LLC OH$12.5M · 0.45%
Shremshock Architects, Inc. OH$12.4M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311431073 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.