Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BUSINESS TRANSITION ADVISORS, INC.
EIN 84-2541627Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.8M assets
Welfare
0
Participants
23
P.O. BOX 30717 - PORTLAND, OR 97294208-628-3151
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 23 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
BUSINESS TRANSITION ADVISORS, INC. 401(K) PLAN
401k
Assets$1.8M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BUSINESS TRANSITION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$45K
Participants12
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 | BUSINESS TRANSITION ADVISORS, INC. 401(K) PLAN | 401k | $1.8M | 11 | 2025 | |
| 002 | BUSINESS TRANSITION ADVISORS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $45K | 12 | 2024 |
Retirement plans