Plan Snapshot
- Plan Sponsor: Bethlehem Construction, INC.
- Sponsor EIN: 911116560
- Sponsor Address: 5505 TITCHENAL WAY, CASHMERE, WA, 98815
- Plan Type: 401(k)
- Total Participants: 59
- Total Assets: $771,623
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 | 59 | $771,623 | $88,447 | $202,634 |
| 2023 | 88 | $753,550 | $113,558 | $207,520 |
| 2022 | 119 | $448,270 | $118,050 | $245,826 |
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 |
|---|---|---|---|---|
| SWEENEY CONRAD, P.S. | Auditor | — | — | $0 |
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 | $22,058 | — | $22,058 | — | — |
| 2023 | $16,748 | — | $16,748 | — | — |
| 2022 | $12,740 | — | — | — | $12,740 |