Plan Snapshot
- Plan Sponsor: Bet Investments
- Sponsor EIN: 232984606
- Sponsor Address: 200 DRYDEN ROAD, SUITE 2000, DRESHER, PA, 19025
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 130 | $11.9M | $254,618 | $554,157 |
| 2023 | 139 | $10.3M | $227,656 | $484,292 |
| 2022 | 131 | $8.4M | $226,232 | $424,886 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — 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 | $61,663 | — | $61,663 | — | — |
| 2023 | $53,548 | — | $53,548 | — | — |
| 2022 | $50,782 | — | $50,782 | — | — |