Plan Snapshot
- Plan Sponsor: Samaritan Bethany, INC.
- Sponsor EIN: 411373420
- Sponsor Address: 101 7TH STREET NW, ROCHESTER, MN, 55903
- Plan Type: 401(k)
- Total Participants: 136
- Total Assets: $5.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 136 | $5.8M | $209,411 | $274,292 |
| 2023 | 127 | $5.8M | $214,938 | $273,860 |
| 2022 | 139 | $5.4M | $225,985 | $278,653 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $39,750 | $27,554 | $9,300 | — | — |
| 2023 | $41,262 | $28,008 | $10,176 | — | — |
| 2022 | $46,548 | $33,902 | $12,646 | — | — |