Plan Snapshot
- Plan Sponsor: Hazelden Betty Ford Foundation
- Sponsor EIN: 410682405
- Sponsor Address: 15245 PLEASANT VALLEY ROAD, CENTER CITY, MN, 55012
- Plan Type: 401(k)
- Total Participants: 1,658
- Total Assets: $139.4M
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 | 1,658 | $139.4M | $2.5M | $8.1M |
| 2023 | 1,625 | $134.8M | $5.1M | $7.7M |
| 2022 | 1,622 | $112.4M | $5.1M | $7.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $158,094 | — | $158,094 | — | — |
| 2023 | $164,509 | — | $164,509 | — | — |
| 2022 | $148,757 | — | $148,757 | — | — |