BT U.S. RETIREMENT SAVINGS PLAN 401(K)
Plan Contact
- Address: 8951 CYPRESS WATERS BLVD SUITE 200,DALLAS,TX
- Contact person: MATTHEW CONNER
- Phone: (972) 830-8100
Plan General Information
BT U.S. RETIREMENT SAVINGS PLAN 401(K) Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of BT U.S. RETIREMENT SAVINGS PLAN 401(K) is $645,026,083.00.This plan was established in 2006.
BT U.S. RETIREMENT SAVINGS PLAN 401(K) Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in BT U.S. RETIREMENT SAVINGS PLAN 401(K) is 2518
BT U.S. RETIREMENT SAVINGS PLAN 401(K) Average Participant Retirement Account Value
In 2023, the average participant retirement account value for BT U.S. RETIREMENT SAVINGS PLAN 401(K) is $256,166.00
BT U.S. RETIREMENT SAVINGS PLAN 401(K) Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for BT U.S. RETIREMENT SAVINGS PLAN 401(K) is $4,246.00.
BT U.S. RETIREMENT SAVINGS PLAN 401(K) Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in BT U.S. RETIREMENT SAVINGS PLAN 401(K) is approximately $1,705.00
Investing in this additonal $1,705.00 for 20 years would give you extra $109,127.00, assuming a 10% annual return.
Investing in this additonal $1,705.00 for 20 years would give you extra $109,127.00, assuming a 10% annual return.
BT U.S. RETIREMENT SAVINGS PLAN 401(K) Total Employer Contribution and Match Rate
In 2023, BT U.S. RETIREMENT SAVINGS PLAN 401(K) allocates $4,293,497.00 to match its employees' contributions, providing an employer match rate of 38.25% of their contributions
BT U.S. RETIREMENT SAVINGS PLAN 401(K) Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of BT U.S. RETIREMENT SAVINGS PLAN 401(K) is 6.98%.
BT U.S. RETIREMENT SAVINGS PLAN 401(K) Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for BT U.S. RETIREMENT SAVINGS PLAN 401(K) is 17.36%. This measures the effectiveness of the plan participants' investments in the year.
BT U.S. RETIREMENT SAVINGS PLAN 401(K) Expense Ratio
In 2023, the investment and administrative expense ratio of BT U.S. RETIREMENT SAVINGS PLAN 401(K) is 0.04%.
Enrollment Features
BT U.S. RETIREMENT SAVINGS PLAN 401(K) has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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