Gundersen Lutheran Administrative Services 401(k) match, vesting and fees
What Gundersen Lutheran Administrative Services' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Oneamerica Retirement Services | Schedule C ↗ |
| Independent auditor | Hawkins Ash Cpas, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 244 defined-contribution plans in health care and social assistance with 10,000 to 49,999 participants.
| Gundersen Lutheran Administrative Services: employer contribution per participant | $8,560 | |
| Peer median | $2,155 |
| Gundersen Lutheran Administrative Services: average balance | $256,717 | |
| Peer median | $66,935 |
| Gundersen Lutheran Administrative Services: admin expenses ÷ assets | 0.09% | |
| Peer median | 0.08% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $2.6B at the end of plan year 2021 to $2.9B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 12,092 | $2.9B | $95.8M | $8,560 | 0.09% | Not published | Form 5500 ↗ |
| 2023 | 10,623 | $2.5B | $84.2M | $8,555 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 9,526 | $2.2B | $51.6M | $5,655 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 9,184 | $2.6B | $68.6M | $7,708 | 0.09% | Not published | Form 5500 ↗ |
Other Gundersen Lutheran Administrative Services plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Gundersen Health Systems 403(b) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Common questions
Does Gundersen Lutheran Administrative Services match 401(k) contributions?
The match terms for the Gundersen Lutheran Employees' Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $95.8M in employer contributions, about $8,560 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Gundersen Lutheran Administrative Services 401(k) match vested?
The vesting schedule for the Gundersen Lutheran Employees' Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Gundersen Lutheran Administrative Services 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Oneamerica Retirement Services. The plan administrator is Gundersen Retirement Oversight Committee.
I left Gundersen Lutheran Administrative Services. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Gundersen Retirement Oversight Committee, (608) 782-7300) or the recordkeeper, Oneamerica Retirement Services. The Gundersen Lutheran Administrative Services old 401(k) page lists the contacts from every plan filing. Find an old Gundersen Lutheran Administrative Services 401(k)
Data from the public Form 5500 annual reports Gundersen Lutheran Administrative Services filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Gundersen Lutheran Administrative Services. Not financial advice. Report a correction · Methodology