# Lutheran Family Services Of Virginia, INC. Dba Encircle 401(k) Plan
Source: https://planprovider.pro/companies/lutheran-family-services-of-virginia-inc-dba-encircle-541222012-002

> Lutheran Family Services Of Virginia, INC. Dba Encircle's 401(k) plan: 414 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lutheran Family Services Of Virginia, INC. Dba Encircle

- **Sponsor EIN:** 541222012

- **Sponsor Address:** 2965 COLONNADE DRIVE SW, SUITE 310, ROANOKE, VA, 24018

- **Plan Type:** 401(k)

- **Plan Number:** 002

- **Total Participants:** 414

- **Total Assets:** $14.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|414|$14.6M|$800,342|$1.5M|

| 2023|386|$12.0M|$744,129|$1.4M|

| 2022|371|$9.6M|$512,395|$1.1M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|Recordkeeper|$64,385|—|$64,385|

| WORLD INVESTMENT ADVISORS LLC|Investment Advisor|$31,389|—|$31,389|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $95,774

- **Estimated Expense Ratio:** 0.656% 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|$81,122|$31,389|—|—|—|

| 2023|$77,048|$25,324|—|$11,550|—|

| 2022|$69,860|—|$69,860|—|—|

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