Plan Snapshot
- Plan Sponsor: Bhg Holdings, LLC Dba Behavioral Health Group
- Sponsor EIN: 452718628
- Sponsor Address: 5001 SPRING VALLEY ROAD, DALLAS, TX, 752448217
- Plan Type: 401(k)
- Total Participants: 1,921
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,921 | $13.5M | $575,785 | $2.8M |
| 2023 | 1,530 | $10.7M | $86,769 | $2.5M |
| 2022 | 1,570 | $8.0M | $379,017 | $2.2M |
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 |
|---|---|---|---|---|
| ORTA & CHOATE, P.C. | Auditor | $14,600 | — | $14,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,600
- Estimated Expense Ratio: 0.108% 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 | $91,832 | $1,458 | — | $14,600 | — |
| 2023 | $69,206 | $40 | — | — | — |
| 2022 | $81,616 | — | $64,281 | — | $17,335 |