Plan Ledger DOL Form 5500 · updated monthly

Constellations Behavioral Holdings, Inc.401(k) + ESOP (KSOP)

CONSTELLATIONS BEHAVIORAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP 401(K) PLAN · PORTSMOUTH, NH · plan year 2024

Reported admin expense ratio · 2024
1.17%

Constellations Behavioral Holdings, Inc. reported $29,742 in plan administrative expenses for 2024: 1.17% of average plan assets, higher than ~75% 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.

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 New Hampshire (377th of 411), and 2,854th of 3,091 in educational services. In 2024, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,048,487
Participants with balances146
Active participants0
Employer contributions$61,838
Employee contributions$130,014
Employer contribution per active participant—
Average account balance$14,031
Benefits paid to participants$2,890,026
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,789
Investment management$8,773
Trustee / custodial$3,180
Total administrative$29,742
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.

Administrative cost history1
2024$29,742 · 1.17%
Similar plansEducational Services · New Hampshire
The White Mountain School NH$6.5M · 0.23%
High Mowing School NH$4.3M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 874096992 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.