Plan Snapshot
- Plan Sponsor: Valeo Behavioral Health Care
- Sponsor EIN: 480730326
- Sponsor Address: 5401 SW 7TH STREET, TOPEKA, KS, 666062330
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $11.4M
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 | 243 | $11.4M | $619,499 | $759,132 |
| 2023 | 257 | $10.2M | $415,821 | $722,854 |
| 2022 | 244 | $8.8M | $362,397 | $618,046 |
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 |
|---|---|---|---|---|
| BT&CO., P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BT&CO., P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $14,283 | $14,283 | — | — | — |
| 2023 | $39,544 | $39,544 | — | — | — |
| 2022 | $38,688 | $38,688 | — | — | — |