Plan Snapshot
- Plan Sponsor: Lutheran Social Services Of Illinois
- Sponsor EIN: 362584799
- Sponsor Address: 1001 E. TOUHY AVE., STE. 50, DES PLAINES, IL, 60018
- Plan Type: 401(k)
- Total Participants: 1,379
- Total Assets: $28.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- 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 | 1,379 | $28.4M | $1.2M | $2.6M |
| 2023 | 1,342 | $22.9M | $1.0M | $2.2M |
| 2022 | 1,282 | $17.8M | $363,078 | $1.6M |
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 |
|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | RECORD KEEPER | $85,639 | — | $85,639 |
| WILSHIRE ASSOCIATES INC. | FIDUCOARY ADVISOR | $5,295 | — | $5,295 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $90,934
- Estimated Expense Ratio: 0.320% 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 | $178,166 | $5,295 | — | — | — |
| 2023 | $94,687 | — | — | — | — |
| 2022 | $22,513 | — | — | — | — |