Plan Ledger DOL Form 5500 · updated monthly

Behavioral Health Response, Inc.401(k)

BEHAVIORAL HEALTH RESPONSE EMPLOYEE RETIREMENT PLAN · ST. LOUIS, MO · plan year 2023

Reported admin expense ratio · 2023
0.65%

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

Behavioral Health Response, Inc. reported $25,948 in plan administrative expenses for 2023: 0.65% of average plan assets, above the peer median. Employer contributions averaged $28 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 0.98% to 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (1,120th of 1,393), and 8,354th of 11,911 in health care & social assistance. In 2023, employees put in $64.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,280,606
Participants with balances260
Active participants180
Employer contributions$5,021
Employee contributions$322,391
Employer contribution per active participant$28
Average account balance$16,464
Benefits paid to participants$338,269
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.2M · 379 accts · $99K emplr
2023$4.3M · 260 accts · $5K emplr
2022$3.7M · 179 accts · $127K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,129
Investment management$12,819
Total administrative$25,948
The Behavioral Health Response, Inc. 401(k) match · 2023
Employer contribution per active participant$28
Median for plans this size$1,308
2024$471 per active participant
2023$28 per active participant
2022$645 per active participant

Behavioral Health Response, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$13,129
CETERA INVESTMENT ADVISORS LLC · Investment advisory (plan)$12,819

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$38,594 · 0.91%
2023$25,948 · 0.65%
2022$33,241 · 0.98%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Ozarks Resource Group MO$4.7M · 0.10%
Ozark Action, Inc. MO$4.5M · 0.21%
City Union Mission Inc. MO$4.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431718980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.