Talkiatry Management Services 401(k) match, vesting and fees
What Talkiatry Management Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Cary St Partners Investment Advisor | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 54 defined-contribution plans in administrative, support and waste management services with 1,000 to 4,999 participants.
| Talkiatry Management Services: employer contribution per participant | $4,185 | |
| Peer median | $1,013 |
| Talkiatry Management Services: average balance | $51,281 | |
| Peer median | $39,026 |
| Talkiatry Management Services: admin expenses ÷ assets | 0.18% | |
| Peer median | 0.33% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.8M at the end of plan year 2022 to $55.7M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,373 | $55.7M | $4.5M | $4,185 | 0.18% | Not published | Form 5500 ↗ |
| 2024 | 892 | $33.6M | $3.1M | $4,449 | 0.19% | Not published | Form 5500 ↗ |
| 2023 | 700 | $19.5M | $2.7M | $4,836 | 0.22% | Not published | Form 5500 ↗ |
| 2022 | 747 | $6.8M | $1.1M | $2,169 | 0.16% | Not published | Form 5500 ↗ |
Common questions
Does Talkiatry Management Services match 401(k) contributions?
The match terms for the Talkiatry Management Services 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $4.5M in employer contributions, about $4,185 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Talkiatry Management Services 401(k) match vested?
The vesting schedule for the Talkiatry Management Services 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Talkiatry Management Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Cary St Partners Investment Advisor. The plan administrator is Talkiatry Management Services.
I left Talkiatry Management Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Talkiatry Management Services, (302) 599-8236) or the recordkeeper, Cary St Partners Investment Advisor. The Talkiatry Management Services old 401(k) page lists the contacts from every plan filing. Find an old Talkiatry Management Services 401(k)
Data from the public Form 5500 annual reports Talkiatry Management Services filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Talkiatry Management Services. Not financial advice. Report a correction · Methodology