FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS)
Plan Contact
- Address: 1009 LENOX DRIVE, SUITE 101,LAWRENCEVILLE,NJ
- Contact person: BOB PURCELL
- Phone: (609) 235-1010
Plan General Information
FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) is $49,073,417.00.This plan was established in 2003.
FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) is 859
FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) Average Participant Retirement Account Value
In 2023, the average participant retirement account value for FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) is $57,128.00
FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) is $8,319.00.
FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) is approximately $2,360.00
Investing in this additonal $2,360.00 for 20 years would give you extra $151,042.00, assuming a 10% annual return.
Investing in this additonal $2,360.00 for 20 years would give you extra $151,042.00, assuming a 10% annual return.
FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) Total Employer Contribution and Match Rate
In 2023, FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) allocates $2,027,270.00 to match its employees' contributions, providing an employer match rate of 31.67% of their contributions
FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) is 19.90%.
FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) is 18.33%. This measures the effectiveness of the plan participants' investments in the year.
FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) Expense Ratio
In 2023, the investment and administrative expense ratio of FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) is 0.13%.
Enrollment Features
FACTOR SYSTEMS, LLC. DBA BILLTRUST (A WHOLLY OWNED SUBSIDIARY OF BTRS HOLDINGS) has the following features:Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Recent Articles
- Best Strategy to Withdraw Funds in Retirement
- Retirement Milestone Cheat Sheet
- Savings Hacks
- July 2025 MyPlanIQ Portfolio Update
- Annuity Income Payout vs. Invest & Withdraw
- What $1 Million Really Buys You in Retirement: Annuity vs. Investment Strategy
- Public Pay Might Be Higher Than You Think (Once You Do the Math)
- Why Managing Volatility Matters
- Stock Compensation 101: How People Build Wealth (or Blow It)
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
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 ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
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.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...