# Shorehaven Behavioral Health INC 401(k) Plan
Source: https://planprovider.pro/companies/shorehaven-behavioral-health-inc-401k-plan

> Shorehaven Behavioral Health INC's 401(k) plan: 73 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PRIVATE ADVISOR GROUP LLC|INVESTMENT/FINANCIAL ADVI|$43,583|—|$43,583|

| CHORTEK LLP|ACCOUNTANT|$10,500|—|$10,500|

### Verified Provider Profiles

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

- [CHORTEK LLP](https://planprovider.pro/provider/chortek-llp) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,083

- **Estimated Expense Ratio:** 1.214% 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|$34,133|$32,291|—|—|—|

| 2023|$19,443|$18,188|—|—|—|

| 2022|$19,516|—|—|—|—|

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- [Journey Mental Health Center INC](https://planprovider.pro/companies/journey-mental-health-center-inc-401k-plan) — 462 participants

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