# Turn Behavioral Health Services 401(k) Plan
Source: https://planprovider.pro/companies/mental-health-systems-inc-plan-001

> Turn Behavioral Health Services's 401(k) plan: 619 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Turn Behavioral Health Services

- **Sponsor EIN:** 953302967

- **Sponsor Address:** 9465 FARNHAM STREET, SAN DIEGO, CA, 92123

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

- **Total Participants:** 619

- **Total Assets:** $22.1M

## 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.|

| 2025|619|$22.1M|$0|$0|

| 2024|640|$20.4M|$0|$0|

| 2023|994|$18.6M|$0|$0|

## 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|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|

| 2025|$93,930|$20,799|—|—|—|

| 2024|$62,935|$32,845|—|—|—|

| 2023|$104,543|—|—|—|—|

## Similar Plans

- [Bay Area Community Services, INC.](https://planprovider.pro/companies/bay-area-community-services-inc-403b-plan) — 643 participants

- [Equip Health INC.](https://planprovider.pro/companies/equip-health-inc-401k-plan) — 531 participants

- [Momentum For Health](https://planprovider.pro/companies/momentum-for-mental-health-403b-plan) — 517 participants

- [Penny Lane Centers](https://planprovider.pro/companies/penny-lane-centers-401k-plan) — 499 participants

- [Healthright 360](https://planprovider.pro/companies/healthright-360-403b-plan) — 742 participants

- [San Fernando Valley Community Mental Health Center, INC.](https://planprovider.pro/companies/san-fernando-valley-community-mental-health-center-inc-403b-plan) — 417 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mental-health-systems-inc-plan-001)

© 2026 PlanProvider.Pro