# Cove Behavioral Health, INC. 403(b) Plan
Source: https://planprovider.pro/companies/cove-behavioral-health-inc-591514993-003

> Cove Behavioral Health, INC.'s 403(b) plan: 208 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cove Behavioral Health, INC.

- **Sponsor EIN:** 591514993

- **Sponsor Address:** 4422 E. COLUMBUS DR., TAMPA, FL, 336053233

- **Plan Type:** 403(b)

- **Plan Number:** 003

- **Total Participants:** 208

- **Total Assets:** $4.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **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|208|$4.6M|$163,649|$520,313|

| 2023|220|$4.2M|$174,485|$428,107|

| 2022|213|$3.8M|$126,184|$344,121|

## 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 INS CO|Recordkeeper|$35,378|—|$35,378|

| FLORIDA RETIREMENT CONSULTANTS|Recordkeeper|$20,445|—|$20,445|

| GW HENSSLER AND ASSOC|Investment Advisor|$16,424|—|$16,424|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $72,247

- **Estimated Expense Ratio:** 1.571% 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|$71,447|$16,618|$20,124|—|—|

| 2023|$39,712|$15,087|$8,447|—|—|

| 2022|$25,805|$12,662|$13,143|—|—|

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