Plan Snapshot
- Plan Sponsor: Cortica Behavioral Health INC
- Sponsor EIN: 822772623
- Sponsor Address: 6160 CORNERSTONE COURT EAST, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 1,685
- Total Assets: $16.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,685 | $16.7M | $891,399 | $5.2M |
| 2023 | 1,553 | $10.7M | $727,720 | $4.0M |
| 2022 | 935 | $5.3M | $425,731 | $2.4M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $60,986 | — | $60,986 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,986
- Estimated Expense Ratio: 0.364% 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 | $60,987 | $904 | — | — | — |
| 2023 | $31,142 | $469 | — | — | — |
| 2022 | $18,358 | — | — | — | — |