Plan Snapshot
- Plan Sponsor: Crestwood Behavioral Health, INC.
- Sponsor EIN: 680399495
- Sponsor Address: 520 CAPITOL MALL, SACRAMENTO, CA, 95814
- Plan Type: 401(k)
- Total Participants: 3,578
- Total Assets: $106.4M
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 | 3,578 | $106.4M | $3.0M | $12.6M |
| 2023 | 3,574 | $86.0M | $2.5M | $11.2M |
| 2022 | 3,370 | $67.6M | $2.9M | $9.5M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $264,212 | — | $264,212 |
| BAYBRIDGE CAPITAL GROUP LLC | CONSULTANT | $12,000 | — | $12,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $11,121 | — | $11,121 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $287,333
- Estimated Expense Ratio: 0.270% 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 | $287,333 | $11,121 | — | — | — |
| 2023 | $280,838 | $7,331 | — | — | — |
| 2022 | $264,436 | $3,334 | — | — | — |