Plan Snapshot
- Plan Sponsor: Bethany Retirement Home, INC.
- Sponsor EIN: 160988865
- Sponsor Address: 3005 WATKINS ROAD, HORSEHEADS, NY, 14845
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $4.6M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 243 | $4.6M | $132,031 | $201,543 |
| 2023 | 236 | $4.5M | $145,067 | $225,557 |
| 2022 | 220 | $4.8M | $150,155 | $254,041 |
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 |
|---|---|---|---|---|
| MENGEL METZGER BARR & CO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MENGEL METZGER BARR & CO 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 | $19,726 | — | — | — | — |
| 2023 | $17,618 | — | — | — | — |
| 2022 | $21,425 | $21,425 | — | — | — |