# Bethel University 401(k) Plan
Source: https://planprovider.pro/companies/bethel-university-401k-plan

> Bethel University's 401(k) plan: 220 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bethel University

- **Sponsor EIN:** 620548913

- **Sponsor Address:** 325 CHERRY AVENUE, MCKENZIE, TN, 38201

- **Plan Type:** 401(k)

- **Total Participants:** 220

- **Total Assets:** $8.8M

## 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:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|220|$8.8M|$0|$0|

| 2023|264|$7.5M|$0|$0|

## 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|

| CROSSLIN PLLC|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|$33,951|$11,722|$22,229|—|—|

| 2023|$28,927|$9,819|$19,108|—|—|

## Similar Plans

- [Chattanooga Christian School, INC.](https://planprovider.pro/companies/chattanooga-christian-school-inc-403b-plan) — 220 participants

- [Lausanne Collegiate School](https://planprovider.pro/companies/lausanne-collegiate-school-401k-plan) — 219 participants

- [University School Of Nashville](https://planprovider.pro/companies/university-school-of-nashville-403b-plan) — 215 participants

- [Northwest Tennessee Economic Development Council](https://planprovider.pro/companies/northwest-tennessee-economic-development-council-plan) — 227 participants

- [Briarcrest Christian School System](https://planprovider.pro/companies/briarcrest-christian-school-system-401k-plan) — 210 participants

- [Boyd Buchanan School](https://planprovider.pro/companies/boyd-buchanan-school-401k-plan) — 209 participants

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

© 2026 PlanProvider.Pro