Plan Snapshot
- Plan Sponsor: Advantage Behavioral Health Services Ii, LLC
- Sponsor EIN: 920509261
- Sponsor Address: 1401 CHEWS LANDING ROAD, LAUREL SPRINGS, NJ, 08021
- Plan Type: 401(k)
- Total Participants: 604
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 604 | $6.4M | $493,643 | $1.1M |
| 2023 | 145 | $4.1M | $265,536 | $495,929 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| OSAIC FA, INC. | OTHER SERVICES | — | $27,787 | $27,787 |
| ASSOCIATED BENEFIT PLANNERS, LTD. | CONTRACT ADMINISTRATOR | $4,383 | $2,309 | $6,692 |
| BARATZ & ASSOCIATES, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC FA, INC. — OTHER SERVICES
- BARATZ & ASSOCIATES, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,479
- Estimated Expense Ratio: 0.537% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $8,597 | — | $8,597 | — | — |
| 2023 | — | — | — | — | — |