# Psychological Assessment Resources 401(k) Plan
Source: https://planprovider.pro/companies/psychological-assessment-resources-591913294-001

> Psychological Assessment Resources's 401(k) plan: 146 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Psychological Assessment Resources

- **Sponsor EIN:** 591913294

- **Sponsor Address:** 16204 NORTH FLORIDA AVENUE, LUTZ, FL, 33549

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

- **Plan Number:** 001

- **Total Participants:** 146

- **Total Assets:** $27.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|146|$27.2M|$0|$0|

| 2024|107|$24.7M|$880,372|$1.1M|

| 2023|106|$21.8M|$881,916|$949,332|

| 2022|96|$17.8M|$757,185|$783,611|

## 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|

| CAPFINANCIAL PARTNERS LLC DBA CAPTR|Investment Advisor|$35,534|—|$35,534|

| EMPOWER ANNUITY INSURANCE COMPANY O|Recordkeeper|$24,273|—|$24,273|

| EMPOWER ADVISORY GROUP, LLC|Investment Advisor|$9,844|—|$9,844|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $69,651

- **Estimated Expense Ratio:** 0.257% 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|

| 2025|$3,073,293|$45,378|—|—|—|

| 2024|$2,151,184|—|—|—|—|

| 2023|$1,437,214|—|—|—|—|

| 2022|$2,947,883|—|—|—|—|

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