Plan Snapshot
- Plan Sponsor: Barton Healthcare System
- Sponsor EIN: 946050274
- Sponsor Address: 2170 SOUTH AVENUE PO BOX 9578, SOUTH LAKE TAHOE, CA, 961507026
- Plan Type: 403(b)
- Total Participants: 847
- Total Assets: $92.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 847 | $92.7M | $2.9M | $6.6M |
| 2023 | 911 | $89.6M | $3.0M | $6.5M |
| 2022 | 960 | $79.1M | $2.8M | $6.3M |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER | $66,182 | — | $66,182 |
| EIDE BAILLY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER
- EIDE BAILLY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,182
- Estimated Expense Ratio: 0.071% 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 | $70,292 | $1,508 | $68,784 | — | — |
| 2023 | $78,340 | $21,250 | $57,090 | — | — |
| 2022 | $157,768 | $31,875 | $125,893 | — | — |