AUMdb

Proven Behavior Solutions 401(k) Plan

Sponsored by Proven Behavior Solutions Llc · EIN 810750364 · Plan #001 · Norwell, MA

Total assets
$2.9M
Net assets
$2.9M
Active participants
226
With balances
436

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
Human Interest Advisors Llc CRD 269875 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Paychex, Inc. Recordkeeping $13,538
Human Interest Advisor Llc Contract administrator, Investment advisory (plan), Investment management fees (direct) $0