# Lutheran Child And Family Services Of Illinois DC Plan
Source: https://planprovider.pro/companies/lutheran-child-and-family-services-of-illinois-362167778-002

> Lutheran Child And Family Services Of Illinois's DC plan: 466 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lutheran Child And Family Services Of Illinois

- **Sponsor EIN:** 362167778

- **Sponsor Address:** 1 OAKBROOK TERRACE STE 501, OAKBROOK TERRACE, IL, 60181

- **Plan Type:** DC

- **Plan Number:** 002

- **Total Participants:** 466

- **Total Assets:** $12.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|466|$12.8M|$309,856|$1.1M|

| 2023|445|$10.7M|$277,730|$1.1M|

| 2022|431|$8.9M|$163,409|$959,398|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TRANSAMERICA RETIREMENT SOLUTIONS|Recordkeeper|$58,037|—|$58,037|

| SMITH & HOWARD PC|Auditor|$25,500|—|$25,500|

| MORGAN STANLEY SMITH BARNEY HOLDING|Investment Advisor|$22,488|—|$22,488|

| ADMIN. GROUP, LLC DBA TAG RESOURCES|Investment Advisor|$22,478|—|$22,478|

| TWO WEST CAPITAL ADVISORS LLC|Investment Advisor|$5,624|—|$5,624|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — Recordkeeper

- [MORGAN STANLEY SMITH BARNEY HOLDING](https://planprovider.pro/provider/jp-morgan-asset-management) — Investment Advisor

- [ADMIN. GROUP, LLC DBA TAG RESOURCES](https://planprovider.pro/provider/transamerica) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $134,127

- **Estimated Expense Ratio:** 1.045% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$134,202|$28,112|$22,478|$25,500|—|

| 2023|$87,425|$23,126|$18,531|—|—|

| 2022|$88,821|—|$88,821|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lutheran-child-and-family-services-of-illinois-362167778-002)

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