Plan Snapshot
- Plan Sponsor: Liberty Behavioral Management Corp
- Sponsor EIN: 043284656
- Sponsor Address: 79 GLENRIDGE ROAD, GLENVILLE, NY, 12302
- Plan Type: 401(k)
- Total Participants: 405
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 405 | $9.7M | $0 | $391,590 |
| 2023 | 484 | $8.6M | $0 | $334,871 |
| 2022 | 499 | $8.1M | $0 | $371,157 |
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 ANNUIY INSURANCE COMPANY | RECORDKEEPER | $42,341 | — | $42,341 |
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $42,341
- Estimated Expense Ratio: 0.438% 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 | $42,341 | — | — | — | — |
| 2023 | $68,561 | — | — | — | — |
| 2022 | $31,526 | — | — | — | $31,526 |