Plan Snapshot
- Plan Sponsor: Gundersen Lutheran Administrative Services, INC.
- Sponsor EIN: 391606449
- Sponsor Address: 1900 SOUTH AVENUE, LA CROSSE, WI, 54601
- Plan Type: 401(k)
- Total Participants: 9,660
- Total Assets: $2.9B
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 | 9,660 | $2.9B | $95.8M | $55.4M |
| 2023 | 8,360 | $2.5B | $84.2M | $46.8M |
| 2022 | 7,313 | $2.2B | $51.6M | $42.2M |
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, LLP | Auditor | $16,000 | — | $16,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- 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: $16,000
- Estimated Expense Ratio: 0.001% 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 | $2,514,592 | $1,884,159 | $537,905 | $16,000 | — |
| 2023 | $2,192,275 | $1,621,338 | $544,228 | $18,500 | — |
| 2022 | $2,548,571 | $2,510,614 | — | — | $37,957 |