AUMdb

Behavioral Innovations Retirement Savings Plan

Sponsored by Monarch Behavioral Therapy Bii, Llc Dba/ Behavioral Innovations · EIN 262657184 · Plan #001

Total assets
$4.7M
Net assets
$4.7M
Active participants
2,466
With balances
1,096

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
Hauser Retirement Solutions 2 Llc CRD 299959 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Pcs Retirement, Llc Contract administrator, Consulting (pension), Participant communication $59,349
Hauser Retirement Solutions, Inc Investment advisory (plan), Investment management, Investment management fees (direct) $19,554