Bartels Lutheran Home Corporation DBA Bartels Lutheran Retirement COMM's EIN is 42-0752685.
Download the official 2024 Form 5500 (PDF) for Bartels Lutheran Home Corporation DBA Bartels Lutheran Retirement COMM from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bartels Lutheran Home Corporation DBA Bartels Lutheran Retirement COMM's plan includes 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $698K | 18.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $604K | 15.7% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $505K | 13.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $366K | 9.5% | |
| Fidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $344K | 8.9% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $315K | 8.2% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $314K | 8.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $269K | 7.0% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $220K | 5.7% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $106K | 2.8% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $26K | 0.7% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $13K | 0.3% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $13K | 0.3% | |
| Principal Mid Cap S&P 400 Index Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $11K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $11K | 0.3% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $9K | 0.2% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $9K | 0.2% | |
| Fidelity Advisor International Capital Appreciation Fund - Class Z Mutual Fund | Mutual Funds | — | — | $7K | 0.2% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $6K | 0.2% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $5K | 0.1% | |
| Fidelity Advisor Value Fund - Class Z Mutual Fund | Mutual Funds | — | — | $5K | 0.1% | |
| Janus Henderson Enterprise Fund Class N Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Participant Loans 4.25% | Bonds / Notes | — | — | $1K | <0.1% | |
| DFA Emerging Markets Core Equity I Fund Mutual Fund 365 DFA US Large Cap Growth Portfolio Institutional Fund Mutual Fund | Mutual Funds | — | — | $1K | <0.1% | |
| AMERICAN TRUST RETIREMENT INVESTMEN AMERICAN TRUST COMPANY · EIN 38-7227043 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | CONTRACT ADMINISTRATOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUALIFIED PLAN CONSULTANTS | 20-0223513 | — | OTHER SERVICES | $0 | — |
| PRINCIPAL SECURITIES | 42-0941553 | — | OTHER SERVICES | $0 | — |
