# Touchstone Behavioral Health 401(k) Plan
Source: https://planprovider.pro/companies/touchstone-behavioral-health-401k-plan

> Touchstone Behavioral Health's 401(k) plan: 189 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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