# Hopelink Behavioral Health 403(b) Plan
Source: https://planprovider.pro/companies/prs-inc-403b-plan

> Hopelink Behavioral Health's 403(b) plan: 284 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hopelink Behavioral Health

- **Sponsor EIN:** 540880899

- **Sponsor Address:** 10455 WHITE GRANITE DRIVE, OAKTON, VA, 22124

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

- **Total Participants:** 284

- **Total Assets:** $7.3M

## 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|284|$7.3M|$281,511|$451,924|

| 2023|255|$6.3M|$238,171|$388,011|

| 2022|202|$5.9M|$192,432|$327,805|

## 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|

| LINCOLN NATIONAL CORPORATION|SERVICE PROVIDER|$32,767|—|$32,767|

| RENNER & COMPANY, CPA, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [LINCOLN NATIONAL CORPORATION](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $32,767

- **Estimated Expense Ratio:** 0.447% 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|$32,767|—|$32,767|—|—|

| 2023|$39,994|—|$24,881|$15,113|—|

| 2022|$19,477|$5,000|$14,477|—|—|

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