Plan Snapshot
- Plan Sponsor: Institute For Behavioral Healt
- Sponsor EIN: 462100301
- Sponsor Address: 1905 BUSINESS CENTER DR, SAN BERNARDINO, CA, 924083460
- Plan Type: 401(k)
- Total Participants: 74
- Total Assets: $570,297
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 74 | $570,297 | $27,594 | $75,062 |
| 2023 | 74 | $472,424 | $27,334 | $75,280 |
| 2022 | 79 | $343,226 | $29,918 | $86,059 |
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 |
|---|---|---|---|---|
| FABEER HASS HURLEY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FABEER HASS HURLEY LLP — 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 | $6,344 | $5,171 | $313 | — | — |
| 2023 | $5,258 | $3,924 | $474 | — | — |
| 2022 | $5,097 | $3,125 | $1,972 | — | — |