Behavioral Transformations, LLC401(k)
BEHAVIORAL TRANSFORMATIONS 401(K) PLAN · ROCKWALL, TX · plan year 2024
Behavioral Transformations, LLC reported $15,771 in plan administrative expenses for 2024: 4.69% of average plan assets, higher than ~90% of peers. 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 has held roughly steady near 4.69%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,475th of 5,688), and 11,414th of 11,911 in health care & social assistance.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Behavioral Transformations, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 472775819 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.