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Original filing (PDF)20251015151917NAL0010004322001

GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.

Form 5500-SF
FILING_RECEIVED
GUNDERSEN HEALTH SYSTEMS 403(B) PLAN
403(b) retirement plan
Signals · 1
No auditor on file
Active participants
444
Accounts w/ balance
643
Plan assets (EOY)
$28.6M
Net assets (EOY)
$28.6M
Plan health score (directional)
77
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC..
Plan sponsor
Name
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.
EIN
39-1606449
Address
1900 SOUTH AVENUE · LA CROSSE, WI · 54601
Phone
(608) 782-7300
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone
Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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