Plan Ledger DOL Form 5500 · updated monthly

Monarch Behavioral Therapy Bii, LLC dba/ Behavioral Innovations401(k)

BEHAVIORAL INNOVATIONS RETIREMENT SAVINGS PLAN · ADDISON, TX · plan year 2024

Reported admin expense ratio · 2024
1.98%

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

Monarch Behavioral Therapy Bii, LLC dba/ Behavioral Innovations reported $78,903 in plan administrative expenses for 2024: 1.98% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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 3.07% to 1.98%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Texas (4,153rd of 5,688), and 8,103rd of 11,911 in health care & social assistance. active participation has grown from 1,694 to 2,466 since 2022.

Plan summary
Net assets, end of year$4,673,254
Participants with balances1,096
Active participants2,466
Employer contributions$0
Employee contributions$1,325,326
Employer contribution per active participant$0
Average account balance$4,264
Benefits paid to participants$462,358
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 1,096 accts
2023$3.3M · 823 accts
2022$2.1M · 688 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,349
Investment management$19,554
Total administrative$78,903
The Monarch Behavioral Therapy Bii, LLC dba/ Behavioral Innovations 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Monarch Behavioral Therapy Bii, LLC dba/ Behavioral Innovations's 2024 employer contribution ran below the $1,313 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
PCS RETIREMENT, LLC · Contract administrator · Pension consulting$59,349
HAUSER RETIREMENT SOLUTIONS, INC · Investment advisory (plan) · Investment management$19,554

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

Recordkeeper by year2
2024PCS Retirement
2023PCS Retirement

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$78,903 · 1.98%
2023$78,195 · 2.88%
2022$62,668 · 3.07%
Same employer
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Ctw Home Health, LLC TX$4.7M · 0.43%
Air Force Villages, Inc. TX$4.7M · 0.95%
Rise Corporate LLC TX$4.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262657184 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.