Plan Snapshot
- Plan Sponsor: Bay Area Lutheran Homes, INC.
- Sponsor EIN: 391034534
- Sponsor Address: 1040 PILGRIM WAY, GREEN BAY, WI, 54304
- Plan Type: 403(b)
- Total Participants: 352
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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 | 352 | $5.4M | $78,471 | $461,771 |
| 2023 | 350 | $4.7M | $78,146 | $432,644 |
| 2022 | 339 | $3.8M | $73,430 | $400,998 |
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 |
|---|---|---|---|---|
| HAWKINS ASH CPAS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAWKINS ASH CPAS — 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 | $31,583 | $25,680 | — | — | — |
| 2023 | $25,952 | $22,653 | — | — | — |
| 2022 | $28,423 | $26,249 | — | — | — |