Gundersen Lutheran Employees' Retirement Plan
Sponsored by Gundersen Lutheran Administrative Services, Inc. · EIN 391606449 · Plan #002
- Total assets
- $2.9B
- Net assets
- $2.9B
- Active participants
- 9,660
- With balances
- 11,187
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 |
|---|---|---|
| Dodge & Cox CRD 104596 | fuzzy_auto · 95% | 2024 |
| Systematic Financial Management Lp CRD 106146 | deterministic · 100% | 2024 |
| Peirce Park Group Inc. CRD 118655 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sit Inv Assoc. | Investment management, Investment management fees (direct) | $731,226 |
| Dodge & Cox | Investment management, Investment management fees (direct) | $698,944 |
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $537,905 |
| Systematic Financial Management | Investment management, Direct payment from the plan | $410,239 |
| Willis Towers Watson Midwest, Inc. | Insurance services | $76,528 |
| Marquette Associates | Investment advisory (plan), Investment management fees (direct) | $43,750 |
| Hawkins Ash Cpas, Llp | Accounting, Direct payment from the plan | $16,000 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |