# Bank Of Luxemburg 401(k) Plan
Source: https://planprovider.pro/companies/bank-of-luxemburg-401k-plan

> Bank Of Luxemburg's 401(k) plan: 101 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bank Of Luxemburg

- **Sponsor EIN:** 390147840

- **Sponsor Address:** 630 MAIN STREET, LUXEMBURG, WI, 542171114

- **Plan Type:** 401(k)

- **Total Participants:** 101

- **Total Assets:** $14.1M

## 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|101|$14.1M|$305,410|$741,195|

| 2023|99|$13.1M|$315,127|$754,120|

| 2022|115|$11.6M|$257,170|$731,836|

## 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|

| SPECTRUM INVESTMENT ADVISORS|INVESTMENT ADVISORY|$36,512|$5|$36,517|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$29,266|—|$29,266|

| WIPFLI LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WIPFLI LLP](https://planprovider.pro/provider/wipfli-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $65,783

- **Estimated Expense Ratio:** 0.466% of plan assets

### 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|$65,780|$36,514|$29,266|—|—|

| 2023|$64,576|$31,483|$33,093|—|—|

| 2022|—|—|—|—|—|

## Similar Plans

- [Bank Of Sun Prairie](https://planprovider.pro/companies/bank-of-sun-prairie-plan-002) — 99 participants

- [The Bank Of New Glarus](https://planprovider.pro/companies/bank-of-new-glarus-plan) — 103 participants

- [Boscobel Bancorp INC.](https://planprovider.pro/companies/boscobel-bancorp-inc-plan) — 95 participants

- [Fortifi Bank](https://planprovider.pro/companies/fortifi-bank-401k-plan) — 93 participants

- [Community State Bank And Union Bancorporation](https://planprovider.pro/companies/community-state-bank-and-union-bancorporation-plan) — 92 participants

- [Dairy State Bank](https://planprovider.pro/companies/dairy-state-bank-401k-plan) — 92 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bank-of-luxemburg-401k-plan)

© 2026 PlanProvider.Pro