AUMdb

Behavioral Framework, Llc 401(k) Plan

Sponsored by Behavioral Framework, Llc · EIN 811543619 · Plan #001

Total assets
$2.9M
Net assets
$2.9M
Active participants
298
With balances
309

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 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $30,861
Hauser Retirement Solutions 2 Llc Investment advisory (plan), Other fees $0