Plan Snapshot
- Plan Sponsor: Shorehaven Behavioral Health INC
- Sponsor EIN: 043849216
- Sponsor Address: 3900 WEST BROWN DEER ROAD, BROWN DEER, WI, 53209
- Plan Type: 401(k)
- Total Participants: 73
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 73 | $4.5M | $26,944 | $208,288 |
| 2023 | 66 | $4.1M | $45,602 | $223,824 |
| 2022 | 66 | $3.3M | $32,512 | $224,844 |
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 |
|---|---|---|---|---|
| CHORTEK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHORTEK 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 |
|---|---|---|---|---|---|
| 2024 | $34,133 | $32,291 | — | — | — |
| 2023 | $19,443 | $18,188 | — | — | — |
| 2022 | $19,516 | — | — | — | — |