# Concert Health Behavioral Health Services Dba Concert Health Connectic DC Plan
Source: https://planprovider.pro/companies/concert-health-behavioral-health-services-dba-concert-health-connectic-plan

> Concert Health Behavioral Health Services Dba Concert Health Connectic's DC plan: 450 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Concert Health Behavioral Health Services Dba Concert Health Connectic

- **Sponsor EIN:** 813845562

- **Sponsor Address:** 550 W B STREET, SAN DIEGO, CA, 92101

- **Plan Type:** DC

- **Total Participants:** 450

- **Total Assets:** $3.4M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|450|$3.4M|$0|$991,325|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$32,604|—|$32,604|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $32,604

- **Estimated Expense Ratio:** 0.972% 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|$32,604|—|—|—|—|

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