# Lutheran Services Florida INC. 403(b) Plan
Source: https://planprovider.pro/companies/lutheran-services-florida-inc-403b-plan

> Lutheran Services Florida INC.'s 403(b) plan: 2,911 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lutheran Services Florida INC.

- **Sponsor EIN:** 592198911

- **Sponsor Address:** 3627 A WEST WATERS AVE, TAMPA, FL, 33614

- **Plan Type:** 403(b)

- **Total Participants:** 2,911

- **Total Assets:** $23.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|2,911|$23.7M|$1.7M|$3.2M|

| 2023|2,838|$19.6M|$1.5M|$2.8M|

| 2022|2,609|$14.6M|$1.2M|$2.3M|

## 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|

| ASSURANCE DIMENSIONS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ASSURANCE DIMENSIONS](https://planprovider.pro/provider/assurance-dimensions-inc) — 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|$32,937|—|$32,937|—|—|

| 2023|$35,911|—|$35,911|—|—|

| 2022|$18,738|—|$18,738|—|—|

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