Plan Snapshot
- Plan Sponsor: Community Psychiatry Management, LLC
- Sponsor EIN: 474528472
- Sponsor Address: 3835 NORTH FREEWAY BLVD. SUITE 100, SACRAMENTO, CA, 95834
- Plan Type: 401(k)
- Total Participants: 971
- Total Assets: $64.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 971 | $64.5M | $3.2M | $7.9M |
| 2023 | 1,022 | $54.2M | $4.4M | $8.3M |
| 2022 | 1,561 | $35.0M | $3.4M | $7.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PLANTE & MORAN, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PLANTE & MORAN, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $368,928 | $118,684 | — | — | — |
| 2023 | $289,912 | — | $289,912 | — | — |
| 2022 | $168,256 | $168,256 | — | — | — |