BT U.S. RETIREMENT SAVINGS PLAN 401(K)

  • Address: 8951 CYPRESS WATERS BLVD,,DALLAS,TX
  • Contact person: MATTHEW CONNER
  • Phone: (972) 830-8100

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.

At the end of 2022, the total retirement plan assets of BT U.S. RETIREMENT SAVINGS PLAN 401(K) is $602,916,043.00.This plan was established in 2006.

At the end of 2022, the total number of retirement plan participants in BT U.S. RETIREMENT SAVINGS PLAN 401(K) is 2558

In 2022, the average participant retirement account value for BT U.S. RETIREMENT SAVINGS PLAN 401(K) is $235,698.00

In 2022, the estimated average employee contribution amount per participant for BT U.S. RETIREMENT SAVINGS PLAN 401(K) is $4,733.00

In 2022, the estimated average employer match for an employee in BT U.S. RETIREMENT SAVINGS PLAN 401(K) is approximately $1,911.00

In 2022, BT U.S. RETIREMENT SAVINGS PLAN 401(K) allocates $4,889,147.00 to match its employees' contributions, providing an employer match rate of 38.79% of their contributions

In 2022, the total retirement plan asset growth rate of BT U.S. RETIREMENT SAVINGS PLAN 401(K) is -24.66%

In 2022, the estimated aggregate retirement account investment gain/loss for BT U.S. RETIREMENT SAVINGS PLAN 401(K) is -18.56%. This measures the effectiveness of the plan participants' investments in the year.

In 2022, the investment and administrative expense ratio of BT U.S. RETIREMENT SAVINGS PLAN 401(K) is 0.06%.

Articles on Retirement Plans

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Retirement Calculator

See how much you can save for retirement.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Investment Calculator

Grow your wealth and see the power of compounding

Looking for a (forgotten) 401(k)?

Find plan contact info, plan expense, investment options or how to select investments on your 401k plan ...