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Form 5500 · Retirement plan · LAUREL SPRINGS, NJ

ADVANTAGE BEHAVIORAL HEALTH SERVICES II, LLC

The filing calls this plan ABHSERVICES 401(K) PLAN.

ADVANTAGE BEHAVIORAL HEALTH SERVICES II, LLC of LAUREL SPRINGS, NJ's retirement plan holds 2 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 92-0509261 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
236
Contracts on file
2
Contract value
$302,668
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with PRINCIPAL LIFE INSURANCE COMPANY.

The contracts held $302,668 at the end of the plan year, as reported on Schedule A.

$1,356 in agent commissions is disclosed across the contracts; OSAIC FA, INC is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC1,098December$266,402$1,352
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC1,098December$36,266$4

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$4,214
paid directly by the plan
ASSOCIATED BENEFIT PLANNERS, LTD.
Contract administrator · EIN 23-2250214
$4,383
paid directly by the plan
OSAIC FA, INC.
OTHER SERVICES · EIN 35-1151034
$0
paid directly by the plan
WILSHIRE ADVISORS LLC
INVESTMENT ADVISORY · EIN 95-2755361
$0
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$6,422,472
Paid out in benefits
$381,070
Participants at the start of the year
236
Participants with account balances
337

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 22-2212404
BARATZ & ASSOCIATES, P.A.
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

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