# Bay Area Lutheran Homes, INC. 403(b) Plan
Source: https://planprovider.pro/companies/bay-area-lutheran-homes-inc-403b-plan

> Bay Area Lutheran Homes, INC.'s 403(b) plan: 352 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| ASSOCIATED TRUST, N.A.|NONE|$16,773|—|$16,773|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$14,810|—|$14,810|

| HAWKINS ASH CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT ADVISOR

- [HAWKINS ASH CPAS](https://planprovider.pro/provider/hawkins-ash-cpas-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,583

- **Estimated Expense Ratio:** 0.581% 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|$31,583|$25,680|—|—|—|

| 2023|$25,952|$22,653|—|—|—|

| 2022|$28,423|$26,249|—|—|—|

## Similar Plans

- [Wisconsin Masonic Home INC And Affiliated Employers](https://planprovider.pro/companies/wisconsin-masonic-home-inc-and-affiliated-employers-401k-plan) — 327 participants

- [Evergreen Retirement Community, INC.](https://planprovider.pro/companies/evergreen-retirement-community-inc-401k-plan) — 326 participants

- [Mj Care, INC.](https://planprovider.pro/companies/mj-care-inc-401k-plan) — 383 participants

- [Lutheran Homes Of Oconomowoc, INC.](https://planprovider.pro/companies/lutheran-homes-of-oconomowoc-inc-403b-plan) — 425 participants

- [Lutheranliving Services, INC.](https://planprovider.pro/companies/lutheranliving-services-inc-403b-plan) — 484 participants

- [Bethany Lutheran Homes, INC.](https://planprovider.pro/companies/bethany-lutheran-homes-inc-401k-plan-001-9446) — 492 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bay-area-lutheran-homes-inc-403b-plan)

© 2026 PlanProvider.Pro