Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
BETHEL UNIVERSITY
EIN 62-0548913Educational ServicesLatest filing 2025
Plans
2
Retirement
2
$20.6M assets
Welfare
0
Participants
514
325 CHERRY AVENUE - MCKENZIE, TN 38201731-352-4000
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $20.6M assets / 514 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
60%top
- (Not disclosed)60%
- ASCENSUS LLC40%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BETHEL UNIVERSITY 403(B) DC PLAN
403b
Assets$12.4M
Participants263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BETHEL UNIVERSITY 401(K) PLAN
401k
Assets$8.2M
Participants251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BETHEL UNIVERSITY 403(B) DC PLAN | 403b | $12.4M | 263 | 2025 | |
| 002 | BETHEL UNIVERSITY 401(K) PLAN | 401k | $8.2M | 251 | 2025 |
Retirement plans
Welfare plans