# Bethesda Health Clinic 401(k) Plan
Source: https://planprovider.pro/companies/bethesda-health-clinic-401k-plan

> Bethesda Health Clinic's 401(k) plan: 142 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [GOLLOB MORGAN PEDDY AND CO](https://planprovider.pro/provider/gollob-morgan-peddy-pc) — 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|—|—|—|—|

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