How big is The Behavior Exchange's plan?

The Behavior Exchange's plan reported $1.7M in assets and 62 participants for 2024.

Original filing (PDF)20250902152752NAL0014427041001

The Behavior Exchange

Name: The Behavior Exchange — The Behavior Exchange, Form 5500 (2024)
Creator: The Behavior Exchange
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Behavior Exchange Retirement Plan

401(k) retirement plan · The Behavior Exchange's The Behavior Exchange Retirement Plan held $1.7M in plan assets for 62 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Amanda Townzen signed The Behavior Exchange's 2024 Form 5500 as plan administrator.

Amanda Townzen — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Behavior Exchange's EIN is 74-3142647.

EIN 74-3142647

Plan number 001

Plan year 2024

ACK ID 20250902152752NAL0014427041001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Behavior Exchange from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Behavior Exchange's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BEHAVIOR EXCHANGE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score