Behavioral Health Response, Inc. Retirement Plan
Sponsored by Behavioral Health Response, Inc. · EIN 431718980 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 210
- With balances
- 379
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cedar Valley Capital Llc CRD 306303 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $23,643 |
| Cedar Valley Capital | Investment advisory (plan) | $14,951 |