Plan Ledger DOL Form 5500 · updated monthly

Crestwood Behavioral Health, Inc.401(k)

CRESTWOOD 401(K) PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Crestwood Behavioral Health, Inc. reported $287,333 in plan administrative expenses for 2024: 0.30% of average plan assets, higher than ~75% of peers. Employer contributions averaged $834 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 0.38% to 0.30%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 948th-largest of 9,483 plans among California employers on file, and the 1,045th of 11,911 in health care & social assistance. In 2024, employees put in $4.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$106,366,670
Participants with balances4,241
Active participants3,578
Employer contributions$2,983,795
Employee contributions$12,579,562
Employer contribution per active participant$834
Average account balance$25,081
Benefits paid to participants$7,712,733
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$106.4M · 4,241 accts · $3.0M emplr
2023$86.0M · 3,435 accts · $2.5M emplr
2022$67.6M · 3,025 accts · $2.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$264,212
Investment management$11,121
Total administrative$287,333
The Crestwood Behavioral Health, Inc. 401(k) match · 2024
Employer contribution per active participant$834
Median for plans this size$3,635
2024$834 per active participant
2023$705 per active participant
2022$872 per active participant

Crestwood Behavioral Health, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$264,212
BAYBRIDGE CAPITAL GROUP LLC · Consulting$12,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,121

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$287,333 · 0.30%
2023$280,838 · 0.37%
2022$264,436 · 0.38%
Same employer
Similar plansHealth Care & Social Assistance · California
Included Health, Inc. CA$112.1M · 0.22%
La Clinica de la Raza, Inc. CA$111.1M · 0.25%
Packard Medical Group, Inc. CA$102.6M · 0.03%
Cottage Health CA$102.0M · 0.26%
Asian Health Services CA$101.4M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680399495 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.