What public Form 5500 filings show about the Behavioral Transformations, LLC 401(k) plan — and how to find and check your own account.
Behavioral Transformations, LLC (EIN 47-2775819) reports BEHAVIORAL TRANSFORMATIONS 401(K) PLAN on its most recent Form 5500, with $447K in plan assets across 144 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Behavioral Transformations, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADMIN GROUP DBA TAG RESOURCES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Behavioral Transformations, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENEFIT PLANS ADMIN SERVICES, TRANSAMERICA FINANCIAL LIFE INS CO.
