# Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm 401(k) Plan
Source: https://planprovider.pro/companies/bartels-lutheran-home-corporation-dba-bartels-lutheran-retirement-comm-401k-plan

> Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm's 401(k) plan: 183 participants, plan year 2024 financials, providers, and benchmarks…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm

- **Sponsor EIN:** 420752685

- **Sponsor Address:** 1922 FIFTH AVENUE NW, WAVERLY, IA, 50677

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

- **Total Participants:** 183

- **Total Assets:** $3.8M

## 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|183|$3.8M|$142,444|$263,672|

| 2023|172|$4.6M|$128,809|$231,826|

| 2022|145|$4.4M|$114,802|$221,485|

## 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|

| RYUN, GIVENS & COMPANY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [RYUN, GIVENS & COMPANY, P.C.](https://planprovider.pro/provider/ryun-givens-and-company-pc) — 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|$30,958|—|$30,958|—|—|

| 2023|$21,622|—|$21,622|—|—|

| 2022|$18,691|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bartels-lutheran-home-corporation-dba-bartels-lutheran-retirement-comm-401k-plan)

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