# Bethel Methodist Home 401(k) Plan
Source: https://planprovider.pro/companies/bethel-methodist-home-401k-plan

> Bethel Methodist Home&#39;s 401(k) plan: 123 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

## Similar Plans

- [Syracuse Home Association](https://planprovider.pro/companies/syracuse-home-association-401k-plan) — 128 participants

- [Search For Change, INC.](https://planprovider.pro/companies/search-for-change-inc-plan) — 112 participants

- [Heaven'S Hands Community Services, INC.](https://planprovider.pro/companies/heaven-s-hands-community-services-inc-401k-plan) — 111 participants

- [Northern Manhattan Improvement Corporation](https://planprovider.pro/companies/northern-manhattan-improvement-corporation-plan-001) — 135 participants

- [United Cerebral Palsy Association Of Greater Suffolk, INC.](https://planprovider.pro/companies/united-cerebral-palsy-association-of-greater-suffolk-inc-plan-003) — 136 participants

- [Island Nursing And Rehab Center](https://planprovider.pro/companies/island-nursing-and-rehab-center-401k-plan) — 138 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bethel-methodist-home-401k-plan)

&copy; 2026 PlanProvider.Pro
