Plan Ledger DOL Form 5500 · updated monthly

Behavior Interventions, Inc.401(k)

BEHAVIOR INTERVENTIONS, INC. 401(K) PLAN · KING OF PRUSSIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.99%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Behavior Interventions, Inc. reported $62,956 in plan administrative expenses for 2024: 0.99% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,147 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 1.06% to 0.99%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,567th of 3,651), and 6,609th of 11,911 in health care & social assistance. In 2024, employees put in $1.71 for every $1.00 the employer contributed; active participation has grown from 250 to 463 since 2022.

Plan summary
Net assets, end of year$7,646,280
Participants with balances279
Active participants463
Employer contributions$530,995
Employee contributions$908,540
Employer contribution per active participant$1,147
Average account balance$27,406
Benefits paid to participants$320,185
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.6M · 279 accts · $531K emplr
2023$5.1M · 279 accts · $505K emplr
2022$2.8M · 200 accts · $399K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,956
Total administrative$62,956
The Behavior Interventions, Inc. 401(k) match · 2024
Employer contribution per active participant$1,147
Median for plans this size$1,313
2024$1,147 per active participant
2023$1,112 per active participant
2022$1,596 per active participant

Behavior Interventions, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CETERA INVESTMENT ADVISERS LLC · Investment advisory (participants)$19,905
CETERA ADVISORS LLC · Investment advisory (participants)$5,390

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$62,956 · 0.99%
2023$40,076 · 1.01%
2022$27,455 · 1.06%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Emergycare, Inc. PA$7.7M · 0.08%
Verber Dental Group PA$7.7M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203860898 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.