Original filing (PDF)20250902152752NAL0014427041001

THE BEHAVIOR EXCHANGE

Name: THE BEHAVIOR EXCHANGE — THE BEHAVIOR EXCHANGE RETIREMENT PLAN, Form 5500 (2024)
Creator: THE BEHAVIOR EXCHANGE

Form 5500-SF

FILING_RECEIVED

THE BEHAVIOR EXCHANGE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BEHAVIOR EXCHANGE.

Plan sponsor

Name

THE BEHAVIOR EXCHANGE

EIN

74-3142647

Address

2250 EAST PROSPER TRAIL, BUILDING B · PROSPER, TX · 75028

Phone

(972) 312-8733

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

DEFINITI, LLC

EIN

85-0833363

City

ERIE, PA

Phone

(800) 882-4026

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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