# Lutheran Retirement Ministries Of Alamance County, North Carolina 401(k) Plan
Source: https://planprovider.pro/companies/lutheran-retirement-ministries-of-alamance-county-north-carolina-401k-plan

> Lutheran Retirement Ministries Of Alamance County, North Carolina's 401(k) plan: 397 participants, plan year 2024 financials, providers, and benchmarks from…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lutheran Retirement Ministries Of Alamance County, North Carolina

- **Sponsor EIN:** 561270984

- **Sponsor Address:** 3701 WADE COBLE DRIVE, BURLINGTON, NC, 27215

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

- **Total Participants:** 397

- **Total Assets:** $10.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|397|$10.9M|$0|$0|

| 2023|349|$8.5M|$0|$0|

## 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|

| GILLIAM BELL MOSER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [GILLIAM BELL MOSER LLP](https://planprovider.pro/provider/gilliam-bell-moser-llp) — 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|$61,568|$7,870|$53,698|—|—|

| 2023|$60,201|$6,764|$53,437|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lutheran-retirement-ministries-of-alamance-county-north-carolina-401k-plan)

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