# National Council For Behavioral Health 403(b) Plan
Source: https://planprovider.pro/companies/national-council-for-behavioral-health-403b-plan

> National Council For Behavioral Health's 403(b) plan: 283 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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