Plan Snapshot
- Plan Sponsor: Solutions Behavioral Healthcare Prof'S - Central
- Sponsor EIN: 411949975
- Sponsor Address: 1547 30TH AVENUE S, MOORHEAD, MN, 56560
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 500
- Total Assets: $10.4M
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. |
|---|---|---|---|---|
| 2025 | 500 | $10.4M | $0 | $0 |
| 2024 | 298 | $8.4M | $367,240 | $581,356 |
| 2023 | 335 | $7.1M | $324,415 | $498,571 |
| 2022 | 279 | $5.4M | $298,311 | $469,271 |
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 |
|---|---|---|---|---|
| COUNTRY CAPITAL MGMT CO. | Recordkeeper | $52,686 | — | $52,686 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,686
- Estimated Expense Ratio: 0.506% 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 |
|---|---|---|---|---|---|
| 2025 | $937,035 | — | $52,686 | — | — |
| 2024 | $44,133 | — | $29,895 | — | — |
| 2023 | $33,935 | — | $25,313 | — | — |
| 2022 | $39,038 | — | $31,612 | — | $7,426 |