Plan Snapshot
- Plan Sponsor: Behavioral Ideas Lab, INC.
- Sponsor EIN: 271678009
- Sponsor Address: 805 15TH STREET NW, WASHINGTON, DC, 20005
- Plan Type: 401(k)
- Total Participants: 81
- Total Assets: $13.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 81 | $13.0M | $254,595 | $919,191 |
| 2023 | 95 | $10.9M | $275,805 | $903,276 |
| 2022 | 97 | $8.2M | $273,185 | $980,196 |
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 |
|---|---|---|---|---|
| GRF CPAS & ADVISORS | Auditor | — | — | $0 |
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 | $1,402 | — | $1,402 | — | — |
| 2023 | $735 | — | $735 | — | — |
| 2022 | $4,372 | — | $4,372 | — | — |