Plan Ledger DOL Form 5500 · updated monthly

Beach House Treatment Center401(k)

BEACH HOUSE TREATMENT CENTER, LLC 401(K) PROFIT SHARING PLAN A · JUNO BEACH, FL · plan year 2024

Reported admin expense ratio · 2024
2.00%

Beach House Treatment Center reported $27,533 in plan administrative expenses for 2024: 2.00% of average plan assets, higher than ~90% of peers. 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 0.76% to 2.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (3,231st of 3,644), and 11,049th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$1,509,276
Participants with balances163
Active participants156
Employer contributions—
Employee contributions$406,008
Employer contribution per active participant—
Average account balance$9,259
Benefits paid to participants$321,551
Plan auditUnmodified (clean) audit opinion
AuditorMIKE AVERSANO CPA
Plan history3
Yearassets · accounts · employer contribution
2024$1.5M · 163 accts
2023$1.2M · 181 accts
2022$874K · 223 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,914
Investment management$6,619
Total administrative$27,533
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 · 20242
ADP, INC. · Loan processing · Recordkeeping$20,914
AMERICAN PORTFOLIOS ADVISORS, INC. · Recordkeeping · Trustee$6,619

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

Recordkeeper by year2
2024ADP, AMERICAN PORTFOLIOS ADVISORS, INC.
2023ADP

This plan has changed recordkeepers within these filings. If you left Beach House Treatment Center before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$27,533 · 2.00%
2023$29,071 · 2.75%
2022$5,600 · 0.76%
Same employer
Similar plansProfessional & Technical Services · Florida
Keeton Corrections, Inc. FL$1.7M · 1.27%
Acorn Health FL$1.6M · 1.43%
Search Wizards, Inc. FL$1.5M · 1.75%
Rizzetta & Company FL$1.5M · 0.34%
Maplesox Corp FL$1.5M · 0.35%
Cwc Transportation, LLC FL$1.5M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472470694 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.