Bestself Behavioral Health 401(k) Plan
Sponsored by Bestself Behavioral Health, Inc. · EIN 161004090 · Plan #002
- Total assets
- $32.4M
- Net assets
- $32.4M
- Active participants
- 1,086
- With balances
- 1,299
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Lawley Retirement Advisors, Llc CRD 282786 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $91,036 |
| Actuarial Consulting Services, Inc. | Contract administrator, Other services, Direct payment from the plan | $42,877 |
| Lawley Retirement Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $29,976 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |