# Southeast Behavioral Health Group Dba Southeast Health Group 401(k) Plan
Source: https://planprovider.pro/companies/southeast-behavioral-health-group-dba-southeast-health-group-401k-plan

> Southeast Behavioral Health Group Dba Southeast Health Group's 401(k) plan: 3 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southeast Behavioral Health Group Dba Southeast Health Group

- **Sponsor EIN:** 271388543

- **Sponsor Address:** 711 BARNES AVENUE, LA JUNTA, CO, 810502138

- **Plan Type:** 401(k)

- **Total Participants:** 3

- **Total Assets:** $224,954

## 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|3|$224,954|$0|$0|

| 2023|121|$5.4M|$0|$0|

## 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|

| BIGGS, KOFFORD, & CO., P.C.|Auditor|$150|—|$150|

### Verified Provider Profiles

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

- [BIGGS, KOFFORD, & CO., P.C.](https://planprovider.pro/provider/biggskofford-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $150

- **Estimated Expense Ratio:** 0.067% 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|$26,909|$12,445|$14,314|$150|—|

| 2023|$46,730|$24,898|$21,832|—|—|

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