Plan Ledger DOL Form 5500 · updated monthly

Integrated Services for Behavioral Health401(k)

INTEGRATED SERVICES RETIREMENT PLAN · NELSONVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.14%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Integrated Services for Behavioral Health reported $17,713 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $1,193 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.24% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Ohio (1,664th of 3,295), and 6,808th of 11,654 in professional & technical services. In 2024, employees put in $1.91 for every $1.00 the employer contributed; active participation has grown from 452 to 601 since 2022.

Plan summary
Net assets, end of year$14,078,414
Participants with balances594
Active participants601
Employer contributions$717,176
Employee contributions$1,370,526
Employer contribution per active participant$1,193
Average account balance$23,701
Benefits paid to participants$1,033,152
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.1M · 594 accts · $717K emplr
2023$11.2M · 466 accts · $612K emplr
2022$8.9M · 405 accts · $518K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,713
Total administrative$17,713
The Integrated Services for Behavioral Health 401(k) match · 2024
Employer contribution per active participant$1,193
Median for plans this size$2,416
2024$1,193 per active participant
2023$1,224 per active participant
2022$1,145 per active participant

Integrated Services for Behavioral Health's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
RETIREMENT PLAN CONCEPTS & SERVICES · Other services$5,636
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$5,636
KESTRA INVESTMENT SERVICES LLCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$17,713 · 0.14%
2023$17,442 · 0.17%
2022$22,253 · 0.24%
Same employer
Similar plansProfessional & Technical Services · Ohio
The Adcom Group, Inc. OH$14.7M · 0.05%
Sigma Technologies, LTD OH$14.5M · 0.50%
Hart Associates, Inc. OH$14.4M · 0.48%
Saec/Kinetic Vision, Inc. OH$14.0M · 0.12%
The Greentree Group, Inc. OH$13.9M · 0.40%
Flooid, Inc. OH$13.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311472366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.