Behavioral Systems Southwest, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Behavioral Systems Southwest, Inc. · EIN 953238991 · Plan #002
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 167
- With balances
- 115
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc | Investment advisory (plan) | $14,069 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $11,729 |