Plan Snapshot
- Plan Sponsor: Bethany St. Joseph Corporation
- Sponsor EIN: 510201995
- Sponsor Address: 2501 SHELBY ROAD, LA CROSSE, WI, 54601
- Plan Type: 403(b)
- Total Participants: 251
- Total Assets: $19.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 251 | $19.4M | $171,509 | $688,603 |
| 2023 | 535 | $18.0M | $163,815 | $677,875 |
| 2022 | 517 | $15.8M | $158,618 | $714,161 |
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 |
|---|---|---|---|---|
| HAWKIN ASH CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKIN ASH CPAS — 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 | $31,235 | — | $31,235 | — | — |
| 2023 | $35,344 | — | $14,111 | — | — |
| 2022 | $28,616 | — | $28,616 | — | — |