Plan Snapshot
- Plan Sponsor: Bethesda Health Group, INC.
- Sponsor EIN: 430666738
- Sponsor Address: 12101 WOODCREST EXECUTIVE DRIVE, ST. LOUIS, MO, 63141
- Plan Type: DB
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | -$2,496,457 | $0 |
| 2023 | 0 | $2.4M | -$1,000,000 | $0 |
| 2022 | 48 | $17.4M | $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 |
|---|---|---|---|---|
| MILLIMAN, INC. | NONE | $241,952 | — | $241,952 |
| METLIFE | CONTRACT ADMINISTRATOR | $135,198 | — | $135,198 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $377,150
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 | $17,758 | $9,198 | — | — | — |
| 2023 | $188,575 | $67,599 | — | — | — |
| 2022 | $76,271 | $54,993 | — | — | $21,278 |