What public Form 5500 filings show about the Bartels Lutheran Home Corporation DBA Bartels Lutheran Retirement COMM 401(k) plan — and how to find and check your own account.
Bartels Lutheran Home Corporation DBA Bartels Lutheran Retirement COMM (EIN 42-0752685) reports BARTELS LUTHERAN HOME RETIREMENT COMMUNITY 401(K) PLAN on its most recent Form 5500, with $3.8M in plan assets across 183 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Bartels Lutheran Home Corporation DBA Bartels Lutheran Retirement COMM filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Bartels Lutheran Home Corporation DBA Bartels Lutheran Retirement COMM 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERICAN TRUST, QUALIFIED PLAN CONSULTANTS, PRINCIPAL SECURITIES, WILSHIRE ADVISORS.
