Plan Snapshot
- Plan Sponsor: Beach House Treatment Center
- Sponsor EIN: 472470694
- Sponsor Address: 13211 US HIGHWAY 1, JUNO BEACH, FL, 33408
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $1.5M
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 | 156 | $1.5M | $0 | $406,008 |
| 2023 | 162 | $1.2M | $0 | $417,211 |
| 2022 | 162 | $874,113 | $0 | $413,671 |
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 |
|---|---|---|---|---|
| MIKE AVERSANO CPA | 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 | $27,533 | $6,619 | — | — | — |
| 2023 | $29,071 | $4,027 | — | — | — |
| 2022 | $5,600 | — | — | — | — |