# Integrated Behavioral Health 401(k) Plan
Source: https://planprovider.pro/companies/integrated-behavioral-health-401k-plan

> Integrated Behavioral Health's 401(k) plan: 173 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — BROKER/ADVISER

- [WARREN AVERETT LLC](https://planprovider.pro/provider/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|

## Similar Plans

- [Psychiatric Staffing, LLC](https://planprovider.pro/companies/psychiatric-staffing-llc-401k-plan) — 152 participants

- [West Alabama Mental Health Board, INC.](https://planprovider.pro/companies/west-alabama-mental-health-board-inc-403b-plan) — 91 participants

- [Bayou La Batre Area Health Development Board, INC.](https://planprovider.pro/companies/bayou-la-batre-area-health-development-board-inc-plan) — 87 participants

- [Medical Associates Of The Shoa](https://planprovider.pro/companies/medical-associates-of-the-shoals-p-c-401k-plan) — 63 participants

- [Mclain Surgical Arts LLC](https://planprovider.pro/companies/mclain-surgical-arts-llc-401k-plan) — 10 participants

- [Shko Medicine LLC](https://planprovider.pro/companies/shko-medicine-llc-401k-plan) — 7 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/integrated-behavioral-health-401k-plan)

© 2026 PlanProvider.Pro