Plan Ledger DOL Form 5500 · updated monthly

Haven Behavioral Health401(k)

HAVEN BEHAVIORAL HEALTHCARE INC. 401(K) PLAN · NASHVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.93%

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

Haven Behavioral Health reported $120,818 in plan administrative expenses for 2024: 0.93% of average plan assets, higher than ~90% of peers. Employer contributions averaged $226 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 rose from 0.44% to 0.93%. 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 710th-largest of 1,496 plans among Tennessee employers on file, and the 4,696th of 11,911 in health care & social assistance. In 2024, employees put in $8.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,977,879
Participants with balances1,304
Active participants1,098
Employer contributions$247,819
Employee contributions$2,136,198
Employer contribution per active participant$226
Average account balance$10,719
Benefits paid to participants$2,255,538
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $257K emplr
2024$14.0M · 1,304 accts · $248K emplr
2023$12.1M · 1,338 accts · $205K emplr
2022$7.8M · 1,228 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$120,818
Total administrative$120,818
The Haven Behavioral Health 401(k) match · 2024
Employer contribution per active participant$226
Median for plans this size$2,416
2024$226 per active participant
2023$166 per active participant

Haven Behavioral Health'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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$120,818
CREATIVE PLANNING, INC. · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025Not separately reported
2024$120,818 · 0.93%
2023$56,139 · 0.57%
2022$34,826 · 0.44%
Same employer
Similar plansHealth Care & Social Assistance · Tennessee
Nashville Dental, Inc. TN$14.4M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204543642 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.