# Applied Behavior Health Management, LLC 401(k) Plan
Source: https://planprovider.pro/companies/applied-behavior-health-management-llc-plan

> Applied Behavior Health Management, LLC's 401(k) plan: 690 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$37,701|—|$37,701|

| ORENDA RETIREMENT, LLC|CONTRACT ADMINISTRATOR|$15,329|$1,722|$17,051|

| AMERIPRISE FINANCIAL SERVICES INC.|INVESTMENT ADVISORY|—|$11,531|$11,531|

| CRAIG,FITZSIMMONS & MEYER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [AMERIPRISE FINANCIAL SERVICES INC.](https://planprovider.pro/provider/ameriprise-financial-services-llc) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $66,283

- **Estimated Expense Ratio:** 0.918% 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|$53,030|—|$53,030|—|—|

| 2023|$8,261|$2,636|$5,000|—|—|

| 2022|$6,359|$1,759|$4,600|—|—|

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