Plan Snapshot
- Plan Sponsor: Lutheran Immigration And Refugee Service
- Sponsor EIN: 132574854
- Sponsor Address: 700 LIGHT STREET, BALTIMORE, MD, 21230
- Plan Type: 401(k)
- Total Participants: 758
- Total Assets: $20.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 758 | $20.1M | $3.2M | $2.2M |
| 2023 | 534 | $14.0M | $2.0M | $1.3M |
| 2022 | 350 | $10.2M | $1.1M | $799,037 |
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 |
|---|---|---|---|---|
| TAIT WELLER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TAIT WELLER — 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 |
|---|---|---|---|---|---|
| 2024 | $97,625 | — | $97,625 | — | — |
| 2023 | $62,460 | — | $62,460 | — | — |
| 2022 | $27,779 | $24,779 | — | — | $3,000 |