Plan Snapshot
- Plan Sponsor: Lutheran Homes Of Oconomowoc, INC.
- Sponsor EIN: 390845016
- Sponsor Address: 1305 W. WISCONSIN AVE., OCONOMOWOC, WI, 53066
- Plan Type: 403(b)
- Total Participants: 425
- Total Assets: $13.3M
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 | 425 | $13.3M | $319,050 | $701,402 |
| 2023 | 399 | $14.7M | $326,604 | $683,739 |
| 2022 | 376 | $12.7M | $321,853 | $654,801 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $40,143 | — | $40,143 |
| KESTRA ADVISORY SERVICES, LLC | NONE | $21,658 | — | $21,658 |
| CHARLES SCHWAB TRUST COMPANY | NONE | — | $5,113 | $5,113 |
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- KESTRA ADVISORY SERVICES, LLC — NONE
- CHARLES SCHWAB TRUST COMPANY — NONE
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,914
- Estimated Expense Ratio: 0.503% 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 | $64,365 | $24,222 | $40,143 | — | — |
| 2023 | $63,594 | $23,967 | $39,627 | — | — |
| 2022 | $70,793 | — | $70,793 | — | — |