Plan Snapshot
- Plan Sponsor: Behavioral Health Specialists, INC.
- Sponsor EIN: 470760528
- Sponsor Address: 1900 VICKI LN., NORFOLK, NE, 68701
- Plan Type: DC
- Total Participants: 90
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 90 | $2.6M | $78,182 | $177,158 |
| 2023 | 92 | $2.6M | $69,277 | $192,484 |
| 2022 | 107 | $2.7M | $79,408 | $209,903 |
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 |
|---|---|---|---|---|
| SSA, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SSA, P.C. — Auditor
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 | $18,617 | $6,176 | — | — | — |
| 2023 | $27,650 | $6,354 | $21,296 | — | — |
| 2022 | $20,819 | $6,410 | $14,409 | — | — |