Plan Ledger DOL Form 5500 · updated monthly

Heritage Behavioral Health Cente401(k)

HERITAGE BEHAVIORAL HEALTH CENTER, INC. 401(K) PLAN · DECATUR, IL · plan year 2024

Reported admin expense ratio · 2024
0.07%

Heritage Behavioral Health Cente reported $130 in plan administrative expenses for 2024: 0.07% of average plan assets, lower 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Illinois (3,631st of 3,702), and 11,691st of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$178,267
Participants with balances156
Active participants272
Employer contributions—
Employee contributions$181,281
Employer contribution per active participant—
Average account balance$1,143
Benefits paid to participants$825
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$130
Total administrative$130
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 · 20241
ADP, INC. · Recordkeeping$130

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

Administrative cost history1
2024$130 · 0.07%
Same employer
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Tiger Healthcare LLC IL$224K · 5.27%
Eden Services, Inc. IL$214K · 1.37%
J & a Caregivers LLC IL$178K · 6.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 370765549 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.