Bartels Lutheran Home Retirement Community 401(k) Plan
Sponsored by Bartels Lutheran Home Corporation Dba Bartels Lutheran Retirement Comm · EIN 420752685 · Plan #002
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 183
- With balances
- 113
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $20,121 |
| American Trust Company | Recordkeeping, Consulting (general), Custodial (securities) | $10,837 |
| Qualified Plan Consultants | Other services, Other fees | $0 |
| Principal Securities | Other services, Other commissions, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |