OpenERISA

Btr Capital Management, INC.

Oakland, CA, 94612

EIN 68-0191645
Plans
2
Total participants
80
Filing years
2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in CaliforniaFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2023Form 5500-SF003Btr Capital Management, INC. 401(K) Plan0
2022Form 5500-SF003Btr Capital Management, INC. 401(K) Plan15
2022Form 5500-SF004Btr Capital Management, INC. Cash Balance Plan12
2022Form 5500-SF004Btr Capital Management, INC. Cash Balance Plan0
2021Form 5500-SF003Btr Capital Management, INC. 401(K) Plan15
2021Form 5500-SF004Btr Capital Management, INC. Cash Balance Plan12
2020Form 5500-SF003Btr Capital Management, INC. 401(K) Plan14
2020Form 5500-SF004Btr Capital Management, INC. Cash Balance Plan12

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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