AUMdb

Behavior Frontiers, Llc 401(k) Plan

Sponsored by Behavior Frontiers, Llc · EIN 200939510 · Plan #001

Total assets
$9.5M
Net assets
$9.5M
Active participants
2,749
With balances
1,988

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
World Investment Advisors, Llc CRD 208512 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Workplace Services, Llc Plan administrator, Trustee (discretionary), Investment management $156,623
World Investment Advisors Llc Investment advisory (plan) $28,076
Wealth Management Systems Inc Other services $0