# Lutheran High South-Orange County,INC. Dba Crean Lutheran High School 401(k) Plan
Source: https://planprovider.pro/companies/lutheran-high-south-orange-county-inc-dba-crean-lutheran-high-school-550909201-001

> Lutheran High South-Orange County,INC. Dba Crean Lutheran High School's 401(k) plan: 304 participants, plan year 2024 financials, providers, and benchmarks f…

Form 5500 filing data for plan year 2024.

## 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)

- **Plan Number:** 001

- **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.|

| 2024|304|$17.3M|$964,207|$932,401|

| 2023|276|$13.8M|$880,048|$797,611|

| 2022|250|$10.8M|$810,170|$696,702|

## 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|

| LINCOLN RETIREMENT SERVICES|Recordkeeper|$116,289|—|$116,289|

### Verified Provider Profiles

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

- [LINCOLN RETIREMENT SERVICES](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $116,289

- **Estimated Expense Ratio:** 0.671% 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|$113,085|—|$113,085|—|—|

| 2023|$90,387|$90,212|—|—|—|

| 2022|$75,502|$75,502|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lutheran-high-south-orange-county-inc-dba-crean-lutheran-high-school-550909201-001)

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