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)
- Plan Number: 001
- Total Participants: 178
- Total Assets: $725,752
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. |
|---|---|---|---|---|
| 2025 | 178 | $725,752 | $0 | $0 |
| 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 |
|---|---|---|---|---|
| OSAIC WEALTH, INC. | Investment Advisor | $6,572 | — | $6,572 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,572
- Estimated Expense Ratio: 0.906% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $88,410 | $6,613 | $558 | — | — |
| 2024 | $6,344 | $5,171 | $313 | — | — |
| 2023 | $5,258 | $3,924 | $474 | — | — |
| 2022 | $5,097 | $3,125 | $1,972 | — | — |