Plan Ledger DOL Form 5500 · updated monthly

Bhg Holdings, LLC dba Behavioral Health Group401(k)

BEHAVIORAL HEALTH GROUP EMPLOYEE 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.76%

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

Bhg Holdings, LLC dba Behavioral Health Group reported $91,832 in plan administrative expenses for 2024: 0.76% of average plan assets, higher than ~90% of peers. Employer contributions averaged $300 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 1.08% to 0.76%. 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 the 2,606th-largest of 5,688 plans among Texas employers on file, and the 4,808th of 11,911 in health care & social assistance. In 2024, employees put in $4.79 for every $1.00 the employer contributed; active participation has grown from 1,570 to 1,921 since 2022.

Plan summary
Net assets, end of year$13,467,808
Participants with balances964
Active participants1,921
Employer contributions$575,785
Employee contributions$2,759,724
Employer contribution per active participant$300
Average account balance$13,971
Benefits paid to participants$2,396,264
Plan auditUnmodified (clean) audit opinion
AuditorORTA & CHOATE, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$13.5M · 964 accts · $576K emplr
2023$10.7M · 986 accts · $87K emplr
2022$8.0M · 642 accts · $379K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,324
Investment management$1,458
Audit (IQPA)$14,600
Total administrative$91,832
The Bhg Holdings, LLC dba Behavioral Health Group 401(k) match · 2024
Employer contribution per active participant$300
Median for plans this size$2,416
2024$300 per active participant
2023$57 per active participant
2022$241 per active participant

Bhg Holdings, LLC dba Behavioral Health Group's 2024 employer contribution ran below the $2,416 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 · 20244
CREATIVE PLANNING LLC · Consulting$16,782
ORTA & CHOATE, P.C. · Accounting / audit$14,600
CREATIVE PLANNING · Consulting$6,668

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$91,832 · 0.76%
2023$69,206 · 0.74%
2022$81,616 · 1.08%
Same employer
Similar plansHealth Care & Social Assistance · Texas
Compass Connections TX$13.5M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452718628 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.