Plan Ledger DOL Form 5500 · updated monthly

Applied Behavior Health Management, LLC401(k)

APPLIED BEHAVIOR HEALTH MANAGEMENT, LLC 401(K) PLAN · WESTBURY, NY · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Applied Behavior Health Management, LLC reported $53,030 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $616 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 rose from 0.09% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (4,050th of 5,648), and 6,763rd of 11,911 in health care & social assistance. In 2024, employees put in $2.36 for every $1.00 the employer contributed; active participation has grown from 276 to 690 since 2022.

Plan summary
Net assets, end of year$7,219,064
Participants with balances497
Active participants690
Employer contributions$424,782
Employee contributions$1,003,567
Employer contribution per active participant$616
Average account balance$14,525
Benefits paid to participants$974,671
Plan auditUnmodified (clean) audit opinion
AuditorCRAIG,FITZSIMMONS & MEYER, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.2M · 497 accts · $425K emplr
2023$5.9M · 457 accts · $403K emplr
2022$6.9M · 286 accts · $354K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,030
Total administrative$53,030
The Applied Behavior Health Management, LLC 401(k) match · 2024
Employer contribution per active participant$616
Median for plans this size$1,313
2024$616 per active participant
2023$1,101 per active participant
2022$1,284 per active participant

Applied Behavior Health Management, LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom quarter of its peers. 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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$37,701
ORENDA RETIREMENT, LLC · Contract administrator · Other services$15,329
AMERIPRISE FINANCIAL SERVICES INC. · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)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$53,030 · 0.81%
2023$8,261 · 0.13%
2022$6,359 · 0.09%
Same employer
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Abilities First, Inc. NY$7.3M · 0.12%
Villa of Hope NY$7.3M · 0.79%
The Wartburg Home NY$7.2M · 0.07%
K Health Inc. NY$7.2M · 0.92%
O'Connor Hospital NY$7.2M · 0.71%
Mosaic Health NY$7.2M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831082259 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.