# Psychotherapeutic Evaluational Programs, INC. 401(k) Plan
Source: https://planprovider.pro/companies/psychotherapeutic-evaluational-programs-inc-plan

> Psychotherapeutic Evaluational Programs, INC.'s 401(k) plan: 156 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/bonadio-and-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|

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