Department of Labor filing

SOUTH COUNTY MENTAL HEALTH CENTER

SCMHC 401K PLAN · For the plan year ended Sep 30, 2025

Public filing 2024 · received Jul 15, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

24filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$866

Reported employer contributions per active participant.

Higher than about 18% of comparable plans

#People in the filing

172

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$189 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 39% of comparable plans

↗Investment performance

Not available

Plan assets changed -3.6%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202424out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions18th percentileTypical peer $2,397 · based on 2,295 comparable plans

Lower reported administrative expense39th percentileTypical peer $143 · based on 2,373 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Sep 30, 2025, SOUTH COUNTY MENTAL HEALTH CENTER reported $148,949 in employer contributions across the plan and 172 active participants. That works out to $866 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy84%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 2.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 91.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context24/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $148,949
Participant contributions: $433,004
Other contributions: Not reported
Employer share of reported contributions: 25.6%
Beginning assets: $5,987,130
Ending assets: $5,773,334
Ending net assets: $5,757,808
Ending liabilities: $15,526
Total income: $1,145,627
Total expenses: $1,348,466
Administrative expenses: $43,010
Participant loans: $120,390

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$847

2023

$869

2024

$866

Plan-paid administrative expenses per participant

2022

$99

2023

$155

2024

$189

Active participants

2022

178

2023

178

2024

172

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$866	172	5.8M	20260715155756NAL0002356851001
2023	$869	178	6M	20250715090614NAL0001910593001
2022	$847	178	4.9M	20240715112215NAL0002814528001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 2.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 591519622-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Oct 1, 1968
Industry: Health care and social assistance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2G2J2K2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260715155756NAL0002356851001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗