Plan Snapshot
- Plan Sponsor: Bestself Behavioral Health, INC.
- Sponsor EIN: 161004090
- Sponsor Address: 899 MAIN STREET, BUFFALO, NY, 14203
- Plan Type: 401(k)
- Total Participants: 1,086
- Total Assets: $32.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 1,086 | $32.4M | $1.3M | $2.8M |
| 2023 | 1,188 | $28.0M | $1.3M | $2.9M |
| 2022 | 1,265 | $23.5M | $1.2M | $3.0M |
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 | $91,036 | — | $91,036 |
| ACTUARIAL CONSULTING SERVICES, INC. | CONTRACT ADMINISTRATOR | $42,877 | $14,754 | $57,631 |
| LAWLEY RETIREMENT ADVISORS, LLC | INVESTMENT ADVISORY | $29,976 | $24 | $30,000 |
| DOPKINS & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DOPKINS & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $178,667
- Estimated Expense Ratio: 0.551% 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 | $163,889 | $29,976 | $133,913 | — | — |
| 2023 | $130,044 | $30,147 | $99,897 | — | — |
| 2022 | $125,606 | $29,828 | $95,778 | — | — |