Plan Snapshot
- Plan Sponsor: Bethesda
- Sponsor EIN: 410693843
- Sponsor Address: 901 WILLMAR AVENUE SE, WILLMAR, MN, 562014604
- Plan Type: 401(k)
- Total Participants: 395
- Total Assets: $11.0M
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 | 395 | $11.0M | $272,588 | $778,277 |
| 2023 | 350 | $9.4M | $223,597 | $641,583 |
| 2022 | 329 | $8.4M | $200,423 | $617,729 |
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 |
|---|---|---|---|---|
| WESTBERG EISCHENS, PLLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WESTBERG EISCHENS, PLLP — 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 | $71,107 | — | $71,107 | — | — |
| 2023 | $68,042 | — | $68,042 | — | — |
| 2022 | $68,118 | — | $68,118 | — | — |