Plan Snapshot
- Plan Sponsor: Bethesda Health Clinic
- Sponsor EIN: 260036674
- Sponsor Address: 409 W FERGUSON ST, TYLER, TX, 75702
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $1.2M
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 | 142 | $1.2M | $141,543 | $281,866 |
| 2023 | 127 | $767,167 | $98,161 | $187,226 |
| 2022 | 120 | $487,424 | $59,302 | $172,247 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $27,741 | — | $27,741 |
| GOLLOB MORGAN PEDDY AND CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- GOLLOB MORGAN PEDDY AND CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,741
- Estimated Expense Ratio: 2.313% of plan assets
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 | $27,742 | — | — | — | — |
| 2023 | $20,898 | $17,141 | — | — | — |
| 2022 | $14,131 | — | — | — | — |