Behavioral Health Specialists Retirement Plan
Sponsored by Behavioral Health Specialists, Inc. · EIN 470760528 · Plan #002
- Total assets
- $2.6M
- Net assets
- $2.6M
- Active participants
- 90
- With balances
- 122
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Retirement Planning Consultants Inc CRD 310925 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Retirement Plan Consultants, Llc | Recordkeeping, Consulting (general), Distribution (12b-1) fees | $12,441 |
| Retirement Plan Consultants, Llc | Investment advisory (plan) | $6,176 |