Leanne Andersen signed Gundersen Lutheran Administrative Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gundersen Lutheran Administrative Services, Inc.'s EIN is 39-1606449.
Download the official 2024 Form 5500 (PDF) for Gundersen Lutheran Administrative Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gundersen Lutheran Administrative Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | 46-5378846 | — | NONE | $538K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIT INV ASSOC. | 41-1404829 | — | NONE |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $731K |
| — |
| DODGE & COX | 95-1441976 | — | NONE | $699K | — |
| SYSTEMATIC FINANCIAL MANAGEMENT | 22-3367558 | — | NONE | $410K | — |
| WILLIS TOWERS WATSON MIDWEST, INC. | — | CHICAGO, IL | NONE | $77K | — |
| MARQUETTE ASSOCIATES | — | CHICAGO, IL | NONE | $44K | — |
| HAWKINS ASH CPAS, LLP | 39-0912608 | — | NONE | $16K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Russell 1000 Gr-Ins | Common Collective Trusts | — | — | $519.3M | 18.1% | |
| Vanguard Institutional Index Instl PI | Mutual Funds | — | — | $492.9M | 17.2% | |
| Vanguard Extended Market Index Fund Instl Plus 1860 | Common Collective Trusts | — | — | $295.9M | 10.3% | |
| Vanguard Interm-Term Bond Idx InstIPIs | Common Collective Trusts | — | — | $149.1M | 5.2% | |
| Baird Aggregate Bond Inst | Other securities | — | — | $127.9M | 4.5% | |
| Vanguard FTSE All World ex US Index Fund Instl | Common Collective Trusts | — | — | $110.4M | 3.8% | |
| DFA US Large Cap Value I | Mutual Funds | — | — | $82.7M | 2.9% | |
| Vanguard Ftse Soc Indx-Inst | Mutual Funds | — | — | $71.5M | 2.5% | |
| Vanguard Short-Term Federal Adm | Mutual Funds | — | — | $41.4M | 1.4% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $34.1M | 1.2% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $23.3M | 0.8% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $20.4M | 0.7% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $20.1M | 0.7% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $18.6M | 0.6% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $17.3M | 0.6% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $16.8M | 0.6% | |
| First Am Gov Oblig Z | Other securities | — | — | $12.8M | 0.4% | |
| Vanguard Russell 1000 Value Index Fund Instl | Common Collective Trusts | — | — | $12.7M | 0.4% | |
| Charles Schwab Corporation | Mutual Funds | — | — | $12.6M | 0.4% | |
| Fiserv Inc | Common Stocks | — | — | $12.4M | 0.4% | |
| RTX Corp | Common Stocks | — | — | $10.9M | 0.4% | |
| Johnson Controls International PLC | Common Stocks | — | — | $10.3M | 0.4% | |
| Wells Fargo & Co New | Common Stocks | — | — | $10.1M | 0.4% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $9.7M | 0.3% | |
| Metlife Inc | Common Stocks | — | — | $9.2M | 0.3% | |
| Sanofi - Aventis Sa Adr | Common Stocks | — | — | $7.7M | 0.3% | |
| Fedex Corp | Common Stocks | — | — | $7.3M | 0.3% | |
| Charter Communications New CI A | Other securities | — | — | $7.3M | 0.3% | |
| Amazon Com Inc | Common Stocks | — | — | $7.1M | 0.2% | |
| Microsoft Corporation | Common Stocks | — | — | $7.1M | 0.2% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $7.1M | 0.2% | |
| The Bank of New York Mellon Corp | Common Stocks | — | — | $6.8M | 0.2% | |
| Occidental Petroleum Corp | Common Stocks | — | — | $6.5M | 0.2% | |
| Capital One Financial Corp Com | Common Stocks | — | — | $6.2M | 0.2% | |
| CVS Health Corp | Common Stocks | — | — | $5.7M | 0.2% | |
| Norfolk Southern Co. | Common Stocks | — | — | $5.5M | 0.2% | |
| Booking Holdings Inc | Common Stocks | — | — | $5.5M | 0.2% | |
| Comcast Corp CI A | Common Stocks | — | — | $5.4M | 0.2% | |
| Alphabet Inc CL C | Common Stocks | — | — | $5.3M | 0.2% | |
| Fidelity National Information | Mutual Funds | — | — | $5.3M | 0.2% | |
| Alphabet Inc CL A | Common Stocks | — | — | $5.1M | 0.2% | |
| General Electric Co | Common Stocks | — | — | $5.0M | 0.2% | |
| Greif Inc - A | Common Stocks | — | — | $4.8M | 0.2% | |
| Humana Inc. | Common Stocks | — | — | $4.8M | 0.2% | |
| US Treasury When Issued Note/Bond | U.S. Treasuries | — | — | $4.7M | 0.2% | |
| Cigna Group | Common Stocks | — | — | $4.6M | 0.2% | |
| Gilead Sciences Inc | Common Stocks | — | — | $4.5M | 0.2% | |
| T-Mobile US Inc | Common Stocks | — | — | $4.4M | 0.2% | |
| Meta Platforms Inc | Common Stocks | — | — | $4.3M | 0.2% | |
| Anheuser Busch Inbev | Other securities | — | — | $4.2M | 0.1% |
