# Journey Mental Health Center INC 401(k) Plan
Source: https://planprovider.pro/companies/journey-mental-health-center-inc-401k-plan

> Journey Mental Health Center INC's 401(k) plan: 462 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Journey Mental Health Center INC

- **Sponsor EIN:** 390806445

- **Sponsor Address:** 25 KESSEL COURT, SUITE 105, MADISON, WI, 53711

- **Plan Type:** 401(k)

- **Total Participants:** 462

- **Total Assets:** $19.5M

## 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|462|$19.5M|$708,490|$566,501|

| 2023|466|$18.9M|$362,980|$608,046|

| 2022|461|$17.4M|$618,087|$651,951|

## 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|

| JOHNSON FINANCIAL GROUP|NONE|$40,848|—|$40,848|

| WEGNER CPAS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WEGNER CPAS LLP](https://planprovider.pro/provider/wegner-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $40,848

- **Estimated Expense Ratio:** 0.210% 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|$40,848|—|$16,901|—|—|

| 2023|$49,600|—|$16,737|—|—|

| 2022|$49,580|—|$49,580|—|—|

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