Plan Snapshot
- Plan Sponsor: Bestcare Treatment Services, INC.
- Sponsor EIN: 931269087
- Sponsor Address: 2127 S HIGHWAY 97, SUITE 235, REDMOND, OR, 97756
- Plan Type: 403(b)
- Total Participants: 350
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 350 | $6.2M | $416,745 | $706,775 |
| 2023 | 367 | $4.9M | $351,402 | $601,215 |
| 2022 | 313 | $3.6M | $231,182 | $448,540 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $9,046 | $2,100 | $1,731 | — | — |
| 2023 | $2,666 | $921 | $1,525 | — | — |
| 2022 | $1,333 | $159 | $1,084 | — | — |