Plan Snapshot
- Plan Sponsor: Integrated Behavioral Health
- Sponsor EIN: 462336113
- Sponsor Address: 600 SUN TEMPLE DRIVE, MADISON, AL, 35758
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 173 | $4.6M | $391,517 | $634,503 |
| 2023 | 126 | $3.4M | $350,435 | $390,143 |
| 2022 | 102 | $2.5M | $315,535 | $357,438 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $22,745 | — | $22,745 |
| MORGAN STANLEY SMITH BARNEY LLC | BROKER/ADVISER | — | $15,780 | $15,780 |
| AZALEA ADMINISTRATION LLC | CONTRACT ADMIN | — | $9,026 | $9,026 |
| WARREN AVERETT LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — BROKER/ADVISER
- WARREN AVERETT LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,551
- Estimated Expense Ratio: 1.043% 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 |
|---|---|---|---|---|---|
| 2024 | $20,743 | — | — | — | — |
| 2023 | $15,175 | — | $15,175 | — | — |
| 2022 | $12,214 | — | — | — | $12,214 |