Behavioral Health Group Employee 401(k) Plan
Sponsored by Bhg Holdings, Llc Dba Behavioral Health Group · EIN 452718628 · Plan #001
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 1,921
- With balances
- 964
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $52,324 |
| Creative Planning Llc | Consulting (general) | $16,782 |
| Orta & Choate, P.C. | Accounting | $14,600 |
| Creative Planning | Consulting (general) | $6,668 |