Plan Snapshot
- Plan Sponsor: Behavior Interventions, INC.
- Sponsor EIN: 203860898
- Sponsor Address: 583 SHOEMAKER ROAD, KING OF PRUSSIA, PA, 19406
- Plan Type: 401(k)
- Total Participants: 463
- Total Assets: $7.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 463 | $7.6M | $530,995 | $908,540 |
| 2023 | 454 | $5.1M | $504,949 | $843,699 |
| 2022 | 250 | $2.8M | $398,887 | $629,149 |
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 |
|---|---|---|---|---|
| MCKONLY & ASBURY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MCKONLY & ASBURY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $62,956 | — | $62,956 | — | — |
| 2023 | $40,076 | — | $40,076 | — | — |
| 2022 | $27,455 | — | $27,455 | — | — |