Plan Snapshot
- Plan Sponsor: Psychiatric Staffing, LLC
- Sponsor EIN: 821582298
- Sponsor Address: 233 WINTON BLOUNT LOOP, MONTGOMERY, AL, 36117
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $3.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 152 | $3.5M | $303,831 | $534,923 |
| 2023 | 135 | $2.5M | $70,483 | $336,697 |
| 2022 | 100 | $1.9M | $275,577 | $238,828 |
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 |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC (WBS) | FINANCIAL ADVISOR | $32,330 | — | $32,330 |
| NATIONWIDE | RECORDKEEPER | $16,921 | — | $16,921 |
| LBMC, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — RECORDKEEPER
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,251
- Estimated Expense Ratio: 1.391% 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 | $37,691 | — | $37,691 | — | — |
| 2023 | $24,927 | — | $24,927 | — | — |
| 2022 | $28,539 | — | $28,539 | — | — |