Plan Snapshot
- Plan Sponsor: National Council For Behavioral Health
- Sponsor EIN: 237092671
- Sponsor Address: 1400K STREET NW STE 400, WASHINGTON, DC, 200052403
- Plan Type: 403(b)
- Total Participants: 283
- Total Assets: $32.7M
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 | 283 | $32.7M | $2.6M | $2.8M |
| 2023 | 256 | $25.2M | $2.0M | $2.3M |
| 2022 | 216 | $17.4M | $1.7M | $1.9M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $119,167 | — | $119,167 |
| PRINCIPAL SECURITIES INC | INVESTMENT ADVISORY | — | $53,143 | $53,143 |
| CBIZ CPAS P. C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $172,310
- Estimated Expense Ratio: 0.526% 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 | $119,168 | — | $119,168 | — | — |
| 2023 | $83,534 | — | $83,534 | — | — |
| 2022 | $68,224 | — | $68,224 | — | — |