# Great Lakes Behavioral Research Institute 403(b) Plan
Source: https://planprovider.pro/companies/great-lakes-behavioral-research-institute-403b-plan

> Great Lakes Behavioral Research Institute's 403(b) plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Great Lakes Behavioral Research Institute

- **Sponsor EIN:** 251320550

- **Sponsor Address:** 9515 GOEHRING ROAD, CRANBERRY TOWNSHIP, PA, 160663713

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

- **Total Participants:** 173

- **Total Assets:** $16.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|173|$16.9M|$548,826|$702,222|

| 2023|179|$14.9M|$451,844|$627,831|

| 2022|180|$11.7M|$484,301|$610,111|

## 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|

| ALERUS FINANCIAL, N.A|RECORDKEEPER|$16,929|—|$16,929|

| LOUIS PLUNG & COMPANY, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALERUS FINANCIAL, N.A](https://planprovider.pro/provider/intellicents-inc) — RECORDKEEPER

- [LOUIS PLUNG & COMPANY, LLP](https://planprovider.pro/provider/louis-plung-and-company-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,929

- **Estimated Expense Ratio:** 0.100% 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|$20,347|—|$20,347|—|—|

| 2023|$17,385|—|$17,385|—|—|

| 2022|$17,257|—|$17,257|—|—|

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