Plan Snapshot
- Plan Sponsor: Bethel Methodist Home
- Sponsor EIN: 131739921
- Sponsor Address: 2042 ALBANY POST RD SUITE 8, CROTON ON HUDSON, NY, 105201169
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 123 | $5.3M | $0 | $249,770 |
| 2023 | 136 | $5.5M | $219,382 | $302,634 |
| 2022 | 175 | $5.1M | $116 | $365,588 |
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 |
|---|---|---|---|---|
| HMM & CO., LLP | Auditor | — | — | $0 |
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 | $33,035 | — | $33,035 | — | — |
| 2023 | $35,185 | — | $35,185 | — | — |
| 2022 | $37,263 | — | $37,263 | — | — |