Plan Snapshot
- Plan Sponsor: Behavioral Framework, LLC
- Sponsor EIN: 811543619
- Sponsor Address: 2000 TOWER OAKS BOULEVARD, ROCKVILLE, MD, 20852
- Plan Type: 401(k)
- Total Participants: 298
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 298 | $2.9M | $352,039 | $409,805 |
| 2023 | 303 | $1.4M | $272,738 | $298,366 |
| 2022 | 117 | $726,235 | $113,131 | $217,724 |
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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $34,980 | — | $34,980 | — | — |
| 2023 | $22,026 | — | $22,026 | — | — |
| 2022 | — | — | — | — | — |