Plan Snapshot
- Plan Sponsor: Lutheran Sunset Home
- Sponsor EIN: 450277232
- Sponsor Address: 333 EASTERN AVENUE, GRAFTON, ND, 58237
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $6.9M
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 | 107 | $6.9M | $183,651 | $276,970 |
| 2023 | 108 | $6.4M | $185,526 | $276,671 |
| 2022 | 110 | $5.2M | $174,769 | $260,006 |
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 |
|---|---|---|---|---|
| EIDE BAILLY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EIDE BAILLY, 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 | $21,708 | — | $19,888 | — | — |
| 2023 | $19,342 | — | $16,622 | — | — |
| 2022 | $19,130 | — | $19,130 | — | — |