Plan Ledger DOL Form 5500 · updated monthly

Advanced Behavioral Health, Inc.401(k)

ADVANCED BEHAVIORAL HEALTH, INC. 401(K) PLAN · MIDDLETOWN, CT · plan year 2024

Reported admin expense ratio · 2024
0.03%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Advanced Behavioral Health, Inc. reported $4,598 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,083 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.031% to 0.029%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Connecticut (605th of 1,106), and the 4,243rd of 11,911 in health care & social assistance. In 2024, employees put in $2.23 for every $1.00 the employer contributed; active participation has grown from 107 to 133 since 2022.

Plan summary
Net assets, end of year$16,323,632
Participants with balances146
Active participants133
Employer contributions$276,985
Employee contributions$618,628
Employer contribution per active participant$2,083
Average account balance$111,806
Benefits paid to participants$1,744,878
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.3M · 146 accts · $277K emplr
2023$15.0M · 128 accts · $256K emplr
2022$12.4M · 134 accts · $246K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,598
Total administrative$4,598
The Advanced Behavioral Health, Inc. 401(k) match · 2024
Employer contribution per active participant$2,083
Median for plans this size$2,416
2024$2,083 per active participant
2023$2,001 per active participant
2022$2,300 per active participant

Advanced Behavioral Health, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
VOYA RETIREMENT INSURANCE AND ANNUI · Investment advisory (participants)indirect comp
JIM HALLINAN PENSION CONSULTING, LL · Other servicesindirect comp
THE RETIREMENT PLAN COMPANY · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$4,598 · 0.03%
2023$3,390 · 0.02%
2022$4,334 · 0.03%
Same employer
Similar plansHealth Care & Social Assistance · Connecticut
Bhcare, Inc. CT$17.7M · 0.38%
Cw Resources, Inc. CT$16.4M · 0.77%
Bristol Hospital Ems, Inc. CT$16.0M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061422326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.