What public Form 5500 filings show about the BHG Holdings, LLC DBA Behavioral Health Group 401(k) plan — and how to find and check your own account.
BHG Holdings, LLC DBA Behavioral Health Group (EIN 45-2718628) reports BEHAVIORAL HEALTH GROUP EMPLOYEE 401(K) PLAN on its most recent Form 5500, with $13.5M in plan assets across 1,921 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full BHG Holdings, LLC DBA Behavioral Health Group filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BHG Holdings, LLC DBA Behavioral Health Group 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING, ORTA & CHOATE P C.
