# Barton Healthcare System 403(b) Plan
Source: https://planprovider.pro/companies/barton-healthcare-system-403b-plan

> Barton Healthcare System's 403(b) plan: 847 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/lincoln-financial-group) — SERVICE PROVIDER

- [EIDE BAILLY](https://planprovider.pro/provider/eide-bailly-llp) — 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|—|—|

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