# Solheim Lutheran Home 401(k) Plan
Source: https://planprovider.pro/companies/solheim-lutheran-home-401k-plan

> Solheim Lutheran Home's 401(k) plan: 161 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Solheim Lutheran Home

- **Sponsor EIN:** 951643384

- **Sponsor Address:** 2236 MERTON AVENUE, LOS ANGELES, CA, 900411915

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

- **Total Participants:** 161

- **Total Assets:** $7.5M

## 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|161|$7.5M|$317,292|$283,338|

| 2023|158|$7.2M|$266,997|$268,622|

| 2022|134|$6.9M|$248,682|$246,394|

## 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|RECORDKEEPER|$42,358|$57|$42,415|

| THE BALDWIN GROUP WEALTH ADVISORS L|CONSULTANT|$17,584|—|$17,584|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — RECORDKEEPER

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $59,999

- **Estimated Expense Ratio:** 0.797% 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|$61,335|—|$61,335|—|—|

| 2023|$71,595|—|$71,595|—|—|

| 2022|$62,617|—|$62,617|—|—|

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