Sponsor portfolio
ASSOCIATES IN INSURANCE CONCEPTS SERVICES, INC. DBA BTA
EIN 95-3410460Finance and InsuranceLatest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
20
15520 ROCKFIELD BLVD, STE G - IRVINE, CA 92618949-900-0099
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BTA ADVISORY GROUP RETIREMENT SAVINGS PLAN | 401k | $1.6M | 20 | 2025 |
Retirement plans