Plan Snapshot
- Plan Sponsor: Charlotte Behavioral Health Care, INC.
- Sponsor EIN: 591234922
- Sponsor Address: 1700 EDUCATION AVENUE, PUNTA GORDA, FL, 33950
- Plan Type: DC
- Total Participants: 269
- Total Assets: $12.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 269 | $12.2M | $683,201 | $453,926 |
| 2023 | 235 | $10.5M | $758,201 | $369,253 |
| 2022 | 218 | $8.6M | $676,130 | $299,255 |
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 |
|---|---|---|---|---|
| PURVIS, GRAY & COMPANY, LLP | Auditor | — | — | $0 |
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 | $12,101 | — | — | — | — |
| 2023 | $12,107 | — | — | — | — |
| 2022 | $9,010 | — | — | — | — |