# Lutheran Social Service Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/lutheran-social-service-group-inc-401k-plan

> Lutheran Social Service Group, INC.'s 401(k) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lutheran Social Service Group, INC.

- **Sponsor EIN:** 161548940

- **Sponsor Address:** 715 FALCONER ST, JAMESTOWN, NY, 147011935

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

- **Total Participants:** 93

- **Total Assets:** $11.0M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|93|$11.0M|$179,205|$254,735|

| 2023|141|$13.5M|$264,174|$375,141|

| 2022|147|$13.7M|$262,763|$391,315|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$44,143|—|$44,143|

| ROYAL ALLIANCE ASSOCIATES, INC.|INVESTMENT ADVISORY|—|$23,950|$23,950|

| BUFFAMANTE WHIPPLE|ACCOUNTANT|$8,250|—|$8,250|

### Verified Provider Profiles

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

- [ROYAL ALLIANCE ASSOCIATES, INC.](https://planprovider.pro/provider/royal-alliance-associates-inc) — INVESTMENT ADVISORY

- [BUFFAMANTE WHIPPLE](https://planprovider.pro/provider/buffamante-whipple-buttafaro-pc) — ACCOUNTANT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $76,343

- **Estimated Expense Ratio:** 0.694% 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|$52,393|—|$44,144|$8,249|—|

| 2023|$70,945|—|$63,695|$7,250|—|

| 2022|$74,913|—|$68,664|—|$6,249|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lutheran-social-service-group-inc-401k-plan)

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