# Talkiatry Management Services 401(k) Plan
Source: https://planprovider.pro/companies/talkiatry-management-services-401k-plan

> Talkiatry Management Services's 401(k) plan: 784 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Talkiatry Management Services

- **Sponsor EIN:** 843129198

- **Sponsor Address:** 109 WEST 27TH STREET 5S, NEW YORK, NY, 10001

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

- **Total Participants:** 784

- **Total Assets:** $33.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|784|$33.6M|$3.1M|$7.5M|

| 2023|629|$19.5M|$2.7M|$6.4M|

| 2022|711|$6.8M|$1.1M|$2.5M|

## 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|

| CARY ST PARTNERS INVESTMENT ADVISOR|INVESTMENT/FINANCIAL ADVI|$37,757|—|$37,757|

| ADP, INC.|RECORD KEEPER|$12,824|—|$12,824|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [CARY ST PARTNERS INVESTMENT ADVISOR](https://planprovider.pro/provider/cary-street-partners) — INVESTMENT/FINANCIAL ADVI

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $50,581

- **Estimated Expense Ratio:** 0.151% 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|$50,582|$37,757|—|—|—|

| 2023|$28,275|$17,158|—|—|—|

| 2022|$5,315|—|—|—|—|

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