# Bethesda Health Group, INC. 403(b) Plan
Source: https://planprovider.pro/companies/bethesda-health-group-inc-403b-plan

> Bethesda Health Group, INC.'s 403(b) plan: 1,064 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 Group, INC.

- **Sponsor EIN:** 430666738

- **Sponsor Address:** 12101 WOODCREST EXECUTIVE DRIVE, ST. LOUIS, MO, 63141

- **Plan Type:** 403(b)

- **Total Participants:** 1,064

- **Total Assets:** $25.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|1,064|$25.8M|$856,103|$1.8M|

| 2023|1,112|$23.3M|$772,600|$1.7M|

| 2022|1,065|$20.9M|$649,515|$1.5M|

## 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|

| VALIC RETIREMENT SERVICES COMPANY|NONE|$43,587|—|$43,587|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $43,587

- **Estimated Expense Ratio:** 0.169% 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|$60,491|—|$60,491|—|—|

| 2023|$77,608|—|$77,608|—|—|

| 2022|$94,193|—|$94,193|—|—|

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