Behavioral Transformations 401(k) Plan
Sponsored by Behavioral Transformations, Llc · EIN 472775819 · Plan #001
- Total assets
- $447K
- Net assets
- $447K
- Active participants
- 144
- With balances
- 172
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Admin Services | Recordkeeping, Direct payment from the plan, Contract administrator | $13,130 |
| Admin. Group, Llc Dba Tag Resources | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,625 |
| Transamerica Financial Life Ins. Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $1,016 |