Plan Snapshot
- Plan Sponsor: Lutheran High South-Orange County,INC. Dba Crean Lutheran High School
- Sponsor EIN: 550909201
- Sponsor Address: 12500 SAND CANYON AVENUE, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 304
- Total Assets: $17.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 304 | $17.3M | $0 | $0 |
| 2024 | 276 | $13.8M | $0 | $0 |
| 2023 | 250 | $10.8M | $0 | $0 |
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 |
|---|---|---|---|---|
| STEPHEN, REIDINGER & BELLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STEPHEN, REIDINGER & BELLER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $113,085 | — | $113,085 | — | — |
| 2024 | $90,387 | $90,212 | — | — | — |
| 2023 | $75,502 | $75,502 | — | — | — |