# Liberty Behavioral Management Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/liberty-behavioral-management-group-inc-401k-plan

> Liberty Behavioral Management Group, INC.'s 401(k) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EMPOWER ANNUITY INSURANCE CO OF AM|RECORDKEEPER|$45,847|—|$45,847|

| MORGAN STANLEY|INVESTMENT ADVISOR|$27,982|—|$27,982|

| PKF O'CONNOR DAVIES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [PKF O'CONNOR DAVIES LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $73,829

- **Estimated Expense Ratio:** 0.277% 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|$45,754|—|$45,754|—|—|

| 2023|$106,543|$57,832|$48,711|—|—|

| 2022|$111,908|$99,041|$4,240|—|—|

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