Plan Ledger DOL Form 5500 · updated monthly

Shorehaven Behavioral Health Inc401(k)

SHOREHAVEN BEHAVIORAL HEALTH, INC EMPLOYEES SAVINGS TRUST · BROWN DEER, WI · plan year 2025

Reported admin expense ratio · 2025
0.51%

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

Shorehaven Behavioral Health Inc reported $24,439 in plan administrative expenses for 2025: 0.51% of average plan assets, below the peer median. Employer contributions averaged $361 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 4 years on file its reported administrative ratio has held roughly steady near 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Wisconsin (1,615th of 1,936), and 7,827th of 11,911 in health care & social assistance. In 2025, employees put in $9.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,156,145
Participants with balances107
Active participants69
Employer contributions$24,878
Employee contributions$233,013
Employer contribution per active participant$361
Average account balance$48,188
Benefits paid to participants$248,535
Plan auditUnmodified (clean) audit opinion
AuditorCHORTEK LLP
Plan history4
Yearassets · accounts · employer contribution
2025$5.2M · 107 accts · $25K emplr
2024$4.5M · 109 accts · $27K emplr
2023$4.1M · 106 accts · $46K emplr
2022$3.3M · 105 accts · $33K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$1,190
Investment management$23,249
Total administrative$24,439
The Shorehaven Behavioral Health Inc 401(k) match · 2025
Employer contribution per active participant$361
Median for plans this size$1,464
2025$361 per active participant
2024$369 per active participant
2023$691 per active participant
2022$493 per active participant

Shorehaven Behavioral Health Inc's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRIVATE ADVISOR GROUP LLC · Recordkeeping · Trustee$23,249
ADP, INC. · Recordkeeping · Loan processing$1,190
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year3
2025ADP, PRIVATE ADVISOR GROUP LLC
2024ADP, CHORTEK LLP, PRIVATE ADVISOR GROUP LLC
2023ADP, PRIVATE ADVISOR GROUP LLC

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Administrative cost history4
2025$24,439 · 0.51%
2024$34,133 · 0.79%
2023$19,443 · 0.52%
2022$19,516 · 0.49%
Similar plansHealth Care & Social Assistance · Wisconsin
Cedar Crest Inc WI$5.4M · 0.70%
Rise Wisconsin, Inc. WI$5.0M · 0.02%
Family Forum, Inc. WI$4.9M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043849216 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.