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Original filing (PDF)20251003083202NAL0001957584001
MONARCH BEHAVIORAL THERAPY BII, LLC DBA/ BEHAVIORAL INNOVATIONS
Form 5500
FILING_RECEIVED
BEHAVIORAL INNOVATIONS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 3
35% in single holding~168 bps in Sched C feesNo recordkeeper disclosed
Active participants
2,466
Accounts w/ balance
1,096
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
83
Total plan cost
65
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "American Funds 2060 Target Date Retirement" is 35% of plan.
- 168 bps in Schedule C fees — 224% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MONARCH BEHAVIORAL THERAPY BII, LLC DBA/ BEHAVIORAL INNOVATIONS.
Plan sponsor
Name
MONARCH BEHAVIORAL THERAPY BII, LLC DBA/ BEHAVIORAL INNOVATIONS
EIN
26-2657184
Address
15851 DALLAS PKWY., SUITE 1150 · ADDISON, TX · 75001
Phone
(469) 804-6501
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HAUSER RETIREMENT SOLUTIONS, INC | — | CINCINNATI, OH | INVESTMENT ADVISOR | $20K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $59K | — |
Investments
24 direct securities· $4.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2060 Target Date Retirement | — | — | — | $1.6M | 34.9% | |
| American Funds 2055 Target Date Retirement | — | — | — | $790K | 16.9% | |
| American Funds 2040 Target Date Retirement | — | — | — | $316K | 6.8% | |
| American Funds 2045 Target Date Retirement | — | — | — | $309K | 6.6% | |
| American Funds 2050 Target Date Retirement | — | — | — | $275K | 5.9% | |
| Vanguard 500 Index Admiral | — | — | — | $257K | 5.5% | |
| American Funds 2030 Target Date Retirement | — | — | — | $228K | 4.9% | |
| T. Rowe Price Blue Chip Growth | — | — | — | $174K | 3.7% | |
| American Funds 2035 Target Date Retirement | — | — | — | $144K | 3.1% | |
| Fidelity Advisor Small Cap Growth | — | — | — | $105K | 2.2% | |
| Invesco Discovery Mid Cap Growth Fund | — | — | — | $92K | 2.0% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $79K | 1.7% | |
| Fidelity Small Cap Index | — | — | — | $61K | 1.3% | |
| American Funds Europacific Growth | — | — | — | $47K | 1.0% | |
| JPMorgan Core Plus Bond | — | — | — | $38K | 0.8% | |
| Fidelity Real Estate Investment Portfolio | — | — | — | $24K | 0.5% | |
| PGIM High Yield | — | — | — | $23K | 0.5% | |
| MFS Value | — | — | — | $21K | 0.5% | |
| Participants Participant notes receivable bearing interest between 5.25 and 10.50 percent - | — | — | — | $17K | 0.4% | |
| American Century Emerging Markets | — | — | — | $14K | 0.3% | |
| AdvisorTrust, Inc. Cash - Interest-bearing cash demand deposit account | — | — | — | $13K | 0.3% | |
| American Century Small Cap Value | — | — | — | $9K | 0.2% | |
| American Funds 2020 Target Date Retirement * 725 American Funds 2025 Target Date Retirement | — | — | — | $6K | 0.1% | |
| AdvisorTrust, Inc. Allspring Special Mid Cap Value Fund | — | — | — | $5K | 0.1% |
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