Plan Ledger DOL Form 5500 · updated monthly

Behavioral Health Associates401(k)

BEHAVIORAL HEALTH ASSOCIATES 401(K) PLAN · LEHIGHTON, PA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Behavioral Health Associates reported $2,468 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $752 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 0.34% to 0.12%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other educational services employers. By assets it is among the smaller plans on file in Pennsylvania (3,259th of 3,651), and 2,798th of 3,091 in educational services. In 2024, employees put in $1.78 for every $1.00 the employer contributed; active participation has grown from 226 to 328 since 2022.

Plan summary
Net assets, end of year$2,485,369
Participants with balances168
Active participants328
Employer contributions$246,759
Employee contributions$438,388
Employer contribution per active participant$752
Average account balance$14,794
Benefits paid to participants$29,451
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.5M · 168 accts · $247K emplr
2023$1.5M · 156 accts · $211K emplr
2022$708K · 143 accts · $204K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,468
Total administrative$2,468
The Behavioral Health Associates 401(k) match · 2024
Employer contribution per active participant$752
Median for plans this size$1,313
2024$752 per active participant
2023$757 per active participant
2022$902 per active participant

Behavioral Health Associates's 2024 employer contribution ran below the $1,313 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 · 20241
CAPITAL GROUP RETIREMENT PLAN SERVI · Recordkeeping$2,330

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

Recordkeeper by year2
2024CAPITAL GROUP RETIREMENT PLAN SERVI
2023CAPITAL GROUP RETIREMENT PLAN SERVI

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,468 · 0.12%
2023$5,956 · 0.54%
2022$2,396 · 0.34%
Same employer
Similar plansEducational Services · Pennsylvania

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Source: U.S. Department of Labor, Form 5500 series, EIN 743038926 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.