# Portage Path Behavioral Health 403(b) Plan
Source: https://planprovider.pro/companies/portage-path-behavioral-health-403b-plan

> Portage Path Behavioral Health&#39;s 403(b) plan: 129 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Portage Path Behavioral Health

- **Sponsor EIN:** 341096055

- **Sponsor Address:** 340 SOUTH BROADWAY STREET, AKRON, OH, 44308

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

- **Total Participants:** 129

- **Total Assets:** $12.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|129|$12.4M|$310,195|$376,716|

| 2023|173|$12.3M|$283,233|$293,472|

| 2022|165|$11.2M|$326,255|$329,244|

## 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|

| SIKICH CPA LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SIKICH CPA LLC](https://planprovider.pro/provider/sikich-cpa-llc) — 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|

| 2024|$74,870|$47,445|—|—|—|

| 2023|$72,767|$45,284|—|—|—|

| 2022|$73,377|$45,987|—|—|$27,390|

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