Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE BTI CONSULTING GROUP, INC.
EIN 04-3128972researchLatest filing 2024
Plans
2
Retirement
2
$5.1M assets
Welfare
0
Participants
17
396 WASHINGTON STREET, SUITE 314 - WELLESLEY, MA 02481617-439-0333bticonsulting.comLinkedIn11-50 employeesresearch
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.1M assets / 17 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BTI CONSULTING GROUP, INC. PROFIT SHARING PLAN
401k
Assets$3.9M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
BTI CONSULTING GROUP, INC. RETIREMENT PLAN
TraditionalDB
Assets$1.2M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BTI CONSULTING GROUP, INC. PROFIT SHARING PLAN | 401k | $3.9M | 16 | 2024 | |
| 003 | BTI CONSULTING GROUP, INC. RETIREMENT PLAN | TraditionalDB | $1.2M | 1 | 2024 |
Retirement plans