# Crestwood Behavioral Health, INC. 401(k) Plan
Source: https://planprovider.pro/companies/crestwood-behavioral-health-inc-401k-plan

> Crestwood Behavioral Health, INC.'s 401(k) plan: 3,578 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [LEE CPA AUDIT GROUP](https://planprovider.pro/provider/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|—|—|—|

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