# Advantage Behavioral Health Services Ii, LLC 401(k) Plan
Source: https://planprovider.pro/companies/advantage-behavioral-health-services-ii-llc-401k-plan

> Advantage Behavioral Health Services Ii, LLC's 401(k) plan: 604 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/lincoln-financial-group) — OTHER SERVICES

- [BARATZ & ASSOCIATES, P.A.](https://planprovider.pro/provider/baratz-and-associates-pa) — 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|—|—|—|—|—|

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