Plan Ledger DOL Form 5500 · updated monthly

Behaviorally401(k)

BEHAVIORALLY 401(K) PLAN · TEANECK, NJ · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Behaviorally reported $25,492 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $4,618 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 3 years on file its reported administrative ratio has held roughly steady near 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in New Jersey (1,300th of 2,419), and 6,855th of 11,654 in professional & technical services. In 2024, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,901,128
Participants with balances204
Active participants84
Employer contributions$387,890
Employee contributions$588,698
Employer contribution per active participant$4,618
Average account balance$68,143
Benefits paid to participants$732,113
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.9M · 204 accts · $388K emplr
2023$11.7M · 197 accts · $387K emplr
2022$11.6M · 208 accts · $410K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,492
Total administrative$25,492
The Behaviorally 401(k) match · 2024
Employer contribution per active participant$4,618
Median for plans this size$2,416
2024$4,618 per active participant
2023$5,163 per active participant
2022$5,064 per active participant

Behaviorally's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$25,491

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$25,492 · 0.20%
2023$26,291 · 0.23%
2022$23,600 · 0.19%
Same employer
Similar plansProfessional & Technical Services · New Jersey
Northstar Vets NJ$14.4M · 0.49%
Eteam Inc. NJ$14.3M · 1.37%
E.I. Associates Group, Inc. NJ$14.3M · 0.05%
Ncs Technologies, Inc. NJ$14.3M · 0.27%
Haztek, LLC NJ$13.8M · 1.16%
Thibaut Acquisition NJ$13.5M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270173262 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.