Factor Systems, Llc. Dba Billtrust (A Wholly Owned Subsidiary Of Btrs Holdings)
Sponsored by Factor Systems, Llc. Dba Billtrust (A Wholly Owned Subsidiary Of Btrs · EIN 833780685 · Plan #001
- Total assets
- $57.1M
- Net assets
- $57.1M
- Active participants
- 592
- With balances
- 693
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment management, Investment advisory (participants), Investment advisory (plan) | $59,943 |
| Nationwide | Recordkeeping | $37,767 |
| Proaccount | Investment advisory (participants) | $15,174 |