Back to filter
Original filing (PDF)20250117154722NAL0041698880001
FOUNDATIONS BEHAVIORAL HEALTH SERVICES
Form 5500-SF
FILING_RECEIVED
FOUNDATIONS BEHAVIORAL HEALTH SERVICES 403(B) PLAN
403(b) retirement plan
Active participants
48
Accounts w/ balance
35
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FOUNDATIONS BEHAVIORAL HEALTH SERVICES.
Plan sponsor
Name
FOUNDATIONS BEHAVIORAL HEALTH SERVICES
EIN
34-1191839
Address
4761 STATE ROUTE 29 · CELINA, OH · 45822
Phone
(419) 584-1000
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-01-17
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Health Care & Social Assistance plans
LEAGUE OF VOLUNTARY HOSPITALS AND HOMES OF NEW YORK DB PENSION PLAN
LEAGUE OF VOLUNTARY HOSPITALS AND HOMES OF NEW YORK DEFINED BENEFIT PENSION PLAN
$1.5M · 5 participants
LITTLETON REGIONAL
LITTLETON REGIONAL HEALTHCARE TAX SHELTERED ANNUITY PLAN
$1.6M · 41 participants
PEGASUS EMERGENCY GROUP PA
PEGASUS EMERGENCY GROUP PA CASH BALANCE PLAN
$1.6M · 22 participants
RIVERVIEW SURGICAL MANAGEMENT ASSOCIATES, LLC
RIVERVIEW SURGICAL MANAGEMENT ASSOCIATES LLC 401K PLAN
$1.6M · 3 participants
HOSPITAL EPISCOPAL SAN LUCAS PONCE
PLAN DE RETIRO SAN LUCAS
$1.5M · 1,017 participants
YAEL J CIDON LTD
YAEL J CIDON LTD 401(K) PROFIT SHARING PLAN & TRUST
$1.6M · 31 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants