Plan Snapshot
- Plan Sponsor: Applied Behavior Health Management, LLC
- Sponsor EIN: 831082259
- Sponsor Address: 1400 OLD COUNTRY ROAD, SUITE C103N, WESTBURY, NY, 11590
- Plan Type: 401(k)
- Total Participants: 690
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 690 | $7.2M | $424,782 | $1.0M |
| 2023 | 366 | $5.9M | $403,049 | $565,368 |
| 2022 | 276 | $6.9M | $354,290 | $412,138 |
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 |
|---|---|---|---|---|
| CRAIG,FITZSIMMONS & MEYER, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $53,030 | — | $53,030 | — | — |
| 2023 | $8,261 | $2,636 | $5,000 | — | — |
| 2022 | $6,359 | $1,759 | $4,600 | — | — |