Plan Snapshot
- Plan Sponsor: Touchstone Behavioral Health
- Sponsor EIN: 860223116
- Sponsor Address: 15820 N 35TH AVE, PHOENIX, AZ, 85053
- Plan Type: 401(k)
- Total Participants: 189
- Total Assets: $4.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 189 | $4.0M | $190,417 | $324,706 |
| 2023 | 212 | $3.9M | $222,809 | $365,771 |
| 2022 | 251 | $3.4M | $113,871 | $177,652 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $20,988 | — | $20,988 |
| GLOBAL RETIREMENT PARTNERS LLC | INVESTMENT ADVISOR | $16,535 | — | $16,535 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $9,867 | — | $9,867 |
| KHALSA MCBREARTY ACCOUNTANCY, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,390
- Estimated Expense Ratio: 1.185% 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 | $50,847 | $29,859 | — | — | — |
| 2023 | $42,485 | $26,416 | — | — | — |
| 2022 | $19,918 | $12,251 | $7,667 | — | — |