# Beach House Treatment Center 401(k) Plan
Source: https://planprovider.pro/companies/beach-house-treatment-center-401k-plan

> Beach House Treatment Center's 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ADP, INC.|RECORD KEEPER|$20,914|—|$20,914|

| AMERICAN PORTFOLIOS ADVISORS, INC.|INVESTMENT/FINANCIAL ADVI|$6,619|—|$6,619|

| MIKE AVERSANO CPA|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $27,533

- **Estimated Expense Ratio:** 1.824% 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|$27,533|$6,619|—|—|—|

| 2023|$29,071|$4,027|—|—|—|

| 2022|$5,600|—|—|—|—|

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