Crestwood Behavioral Health 401(k) match, vesting and fees
What Crestwood Behavioral Health's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,281 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Crestwood Behavioral Health: employer contribution per participant | $704 | |
| Peer median | $1,358 |
| Crestwood Behavioral Health: average balance | $25,081 | |
| Peer median | $44,442 |
| Crestwood Behavioral Health: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.21% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $73M at the end of plan year 2021 to $106M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,837 | $106M | $3M | $704 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 4,287 | $86M | $2.5M | $734 | 0.37% | Not published | Form 5500 ↗ |
| 2022 | 4,038 | $67.6M | $2.9M | $971 | 0.38% | Not published | Form 5500 ↗ |
| 2021 | 3,832 | $73M | $904K | $316 | 0.23% | Not published | Form 5500 ↗ |
Common questions
Does Crestwood Behavioral Health match 401(k) contributions?
The match terms for the Crestwood 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $3M in employer contributions, about $704 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Crestwood Behavioral Health 401(k) match vested?
The vesting schedule for the Crestwood 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Crestwood Behavioral Health 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Crestwood Behavioral Health, Inc..
I left Crestwood Behavioral Health. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Crestwood Behavioral Health, Inc., (209) 478-5291) or the recordkeeper, Fidelity Investments Institutional. The Crestwood Behavioral Health old 401(k) page lists the contacts from every plan filing. Find an old Crestwood Behavioral Health 401(k)
Data from the public Form 5500 annual reports Crestwood Behavioral Health filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Crestwood Behavioral Health. Not financial advice. Report a correction · Methodology