Plan Snapshot
- Plan Sponsor: Behavior Frontiers, LLC
- Sponsor EIN: 200939510
- Sponsor Address: 100 N. PACIFIC COAST HIGHWAY, EL SEGUNDO, CA, 90245
- Plan Type: 401(k)
- Total Participants: 2,749
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,749 | $9.5M | $740,645 | $2.1M |
| 2023 | 1,135 | $6.5M | $489,320 | $1.4M |
| 2022 | 744 | $4.5M | $368,673 | $1.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | PLAN ADMINISTRATOR | $156,623 | — | $156,623 |
| WORLD INVESTMENT ADVISORS LLC | ADVISOR | $28,076 | — | $28,076 |
| HINRICHER & COUSINO LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $184,699
- Estimated Expense Ratio: 1.945% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $184,699 | $28,076 | $14,755 | — | — |
| 2023 | $115,199 | $22,682 | $10,069 | — | — |
| 2022 | $90,186 | — | — | — | — |