Plan Snapshot
- Plan Sponsor: Liberty Behavioral Management Group, INC.
- Sponsor EIN: 815260872
- Sponsor Address: 79 GLENRIDGE ROAD, GLENVILLE, NY, 12302
- Plan Type: 401(k)
- Total Participants: 126
- Total Assets: $26.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 126 | $26.6M | $32,769 | $593,988 |
| 2023 | 170 | $13.5M | $234,047 | $738,474 |
| 2022 | 195 | $27.9M | $17,867 | $869,770 |
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 |
|---|---|---|---|---|
| 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: $0
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 | $45,754 | — | $45,754 | — | — |
| 2023 | $106,543 | $57,832 | $48,711 | — | — |
| 2022 | $111,908 | $99,041 | $4,240 | — | — |