Retirement plan

BRIGHTVIEW BEHAVIORAL HEALTH CENTER 401(K) PROFIT SHARING PLAN & TRUST

Name: BRIGHTVIEW BEHAVIORAL HEALTH CENTER - BRIGHTVIEW BEHAVIORAL HEALTH CENTER 401(K) PROFIT SHARING PLAN & TRUST (2024) Form 5500
Creator: BRIGHTVIEW BEHAVIORAL HEALTH CENTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BRIGHTVIEW BEHAVIORAL HEALTH CENTER 401(K) PROFIT SHARING PLAN & TRUST, BRIGHTVIEW BEHAVIORAL HEALTH CENTER

BRIGHTVIEW BEHAVIORAL HEALTH CENTEREIN 83-2077827Plan #001PY 2024

225 S. LAKE AVE., SUITE 300 - PASADENA, CA 91101626-432-7270LinkedIn1-10 employeeshospital & health care

Prospect flagsLow returnsRecently reached 100 employees

How to read this page

Total assets (EOY)

$1.4M

+28.4% from 2023

Total participants

115

+21.1% from 2023

Average account balance

$11,923

+7.0% from 2023

Annual return

2.07%

-6.59 pp from 2023

Benchmarks

See 21,691 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort21,691 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$12K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

114

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

356.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$279K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+2.07%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$148

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

Expense breakdown

Schedule H Part II

Admin total

$17K

$528 / participant

Other / not subdivided$17K100.0%

% of EOY assets

1.243%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$11,923

$81,358-85.3%

$155,556-92.3%

$80,959-85.3%

Participation rate

96.9%

66.3%+30.6pp

78.2%+18.7pp

67.7%+29.2pp

Annual return

2.07%

33.39%-31.3pp

64.84%-62.8pp

35.67%-33.6pp

Employer contribution / active EE

$6,593

$3,106+112.2%

$4,675+41.0%

$2,757+139.1%

Participant deferral / active EE

$2,112

$3,455-38.9%

$5,631-62.5%

$4,300-50.9%

Admin fee / account holder

$148

$7,994-98.1%

$15,885-99.1%

$6,925-97.9%

BRIGHTVIEW BEHAVIORAL HEALTH CENTER 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BRIGHTVIEW BEHAVIORAL HEALTH CENTER 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion