Plan Snapshot
- Plan Sponsor: Bethany For Children And Famil
- Sponsor EIN: 362166973
- Sponsor Address: 1701 RIVER DRIVE, SUITE 200, MOLINE, IL, 61265
- Plan Type: 403(b)
- Total Participants: 127
- Total Assets: $9.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 127 | $9.7M | $435,184 | $267,851 |
| 2023 | 92 | $7.6M | $294,770 | $207,436 |
| 2022 | 85 | $6.1M | $235,712 | $148,781 |
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 |
|---|---|---|---|---|
| BT&CO., P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BT&CO., P.A. — 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 | $1,806 | — | — | — | — |
| 2023 | $394 | — | — | — | — |
| 2022 | $373 | — | — | — | — |