Plan Snapshot
- Plan Sponsor: Psychotherapeutic Evaluational Programs, INC.
- Sponsor EIN: 113080875
- Sponsor Address: 8460 PARSONS BOULEVARD, JAMAICA, NY, 11432
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $12.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 156 | $12.1M | $1.8M | $629,582 |
| 2023 | 140 | $8.6M | $1.0M | $445,084 |
| 2022 | 111 | $6.6M | $1.0M | $368,156 |
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 LIFE & ANNUITY INSURANCE CO | RECORDKEEPER | $41,006 | — | $41,006 |
| OSAIC WEALTH, INC. | INVESTMENT ADVISOR | $22,757 | — | $22,757 |
| BONADIO & CO, LLP | AUDITORS | $9,375 | — | $9,375 |
| SIGNATURE PENSION CONSULTING SERVIC | CONSULTANT / CONTRACT ADMINISTRATOR | $6,250 | — | $6,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BONADIO & CO, LLP — AUDITORS
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $79,388
- Estimated Expense Ratio: 0.658% 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 | $84,824 | $4,591 | — | $9,375 | — |
| 2023 | $68,821 | $3,189 | — | $12,203 | — |
| 2022 | $62,231 | — | — | — | $11,000 |