# Bethany Lutheran Homes, INC. 401(k) Plan
Source: https://planprovider.pro/companies/bethany-lutheran-homes-inc-401k-plan-001-9446

> Bethany Lutheran Homes, INC.'s 401(k) plan: 492 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Bethany Lutheran Homes, INC.

- **Sponsor EIN:** 390909446

- **Sponsor Address:** 2575 S. 7TH STREET, LA CROSSE, WI, 54601

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

- **Total Participants:** 492

- **Total Assets:** $11.2M

## 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|492|$11.2M|$227,823|$556,682|

| 2023|452|$10.4M|$253,939|$571,967|

| 2022|433|$9.3M|$240,753|$600,559|

## 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|

| NFP RETIREMENT, INC.|NONE|$32,237|—|$32,237|

| THE VANGUARD GROUP, INC.|NONE|$17,210|—|$17,210|

| HAWKINS ASH CPAS , LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [NFP RETIREMENT, INC.](https://planprovider.pro/provider/accelerate-retirement) — NONE

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [HAWKINS ASH CPAS , LLP](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:** $49,447

- **Estimated Expense Ratio:** 0.440% 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|$49,447|$30,537|$5,795|—|—|

| 2023|$45,973|$28,726|$3,150|—|—|

| 2022|$49,889|$30,384|$17,795|—|$1,710|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/bethany-lutheran-homes-inc-401k-plan-001-9446)

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