Plan Snapshot
- Plan Sponsor: Behavioral Health Services North, INC.
- Sponsor EIN: 141338346
- Sponsor Address: 22 US OVAL, SUITE 218, PLATTSBURGH, NY, 12903
- Plan Type: 401(k)
- Total Participants: 520
- Total Assets: $11.4M
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 | 520 | $11.4M | $301,252 | $633,638 |
| 2023 | 443 | $10.7M | $342,594 | $757,039 |
| 2022 | 382 | $8.8M | $309,739 | $793,910 |
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 |
|---|---|---|---|---|
| GLENS FALLS NATIONAL BANK AND TRUST | TRUSTEE | $37,115 | — | $37,115 |
| BONADIO & CO. LLP | Auditor | $4,500 | — | $4,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO. LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,615
- Estimated Expense Ratio: 0.365% 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 | $74,161 | — | — | $4,500 | — |
| 2023 | $67,285 | $43,953 | — | — | — |
| 2022 | $63,255 | $42,439 | — | — | — |