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

> Integrated Services For Behavioral Health's 401(k) plan: 601 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Integrated Services For Behavioral Health

- **Sponsor EIN:** 311472366

- **Sponsor Address:** 1950 MT. ST. MARYS DRIVE, NELSONVILLE, OH, 45764

- **Plan Type:** 401(k)

- **Total Participants:** 601

- **Total Assets:** $14.1M

## 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|601|$14.1M|$717,176|$1.4M|

| 2023|500|$11.2M|$612,089|$1.1M|

| 2022|452|$8.9M|$517,641|$956,911|

## 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|

| KESTRA INVESTMENT SERVICES LLC|SERVICE PROVIDER|—|$29,034|$29,034|

| RETIREMENT PLAN CONCEPTS & SERVICES|TPA|$5,636|$5,940|$11,576|

| VOYA RETIREMENT ADVISORS, LLC|SERVICE PROVIDER|$5,636|—|$5,636|

| CLARK SCHAEFER HACKETT|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/christensen-group-financial-llc) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $46,246

- **Estimated Expense Ratio:** 0.328% 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|$17,713|—|$17,713|—|—|

| 2023|$17,442|—|$17,442|—|—|

| 2022|$22,253|—|$22,253|—|—|

## Similar Plans

- [Sei-Services, LLC](https://planprovider.pro/companies/sei-services-llc-401k-plan-001) — 597 participants

- [Ntt Data Business Solutions INC.](https://planprovider.pro/companies/ntt-data-business-solutions-inc-401k-plan) — 477 participants

- [London Computer Systems, INC.](https://planprovider.pro/companies/london-computer-systems-inc-401k-plan) — 424 participants

- [Command Alkon Incorporated](https://planprovider.pro/companies/command-alkon-incorporated-401k-plan) — 394 participants

- [Matrix Technologies, INC.](https://planprovider.pro/companies/matrix-technologies-inc-401k-plan) — 302 participants

- [Rolta Advizex Technologies, LLC](https://planprovider.pro/companies/rolta-advizex-technologies-llc-401k-plan) — 279 participants

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

© 2026 PlanProvider.Pro