# Mental Health Cooperative INC. 403(b) Plan
Source: https://planprovider.pro/companies/mental-health-cooperative-inc-403b-plan

> Mental Health Cooperative INC.'s 403(b) plan: 855 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mental Health Cooperative INC.

- **Sponsor EIN:** 582018687

- **Sponsor Address:** 275 CUMBERLAND BEND DRIVE, NASHVILLE, TN, 37228

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

- **Total Participants:** 855

- **Total Assets:** $52.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **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|855|$52.8M|$2.0M|$4.2M|

| 2023|863|$48.1M|$2.0M|$4.1M|

| 2022|775|$38.3M|$1.9M|$3.7M|

## 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|

| AMERICAN UNITED LIFE INSURANCE CO|NONE|$21,638|$70,450|$92,088|

| RPA FINANCIAL|NONE|$76,685|—|$76,685|

| CHERRY BEKAERT|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $168,773

- **Estimated Expense Ratio:** 0.319% 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|$100,341|$80,451|$19,890|—|—|

| 2023|$78,914|$68,201|$10,713|—|—|

| 2022|$70,872|$58,997|$11,875|—|—|

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