# Lutheran Social Services Of Illinois 401(k) Plan
Source: https://planprovider.pro/companies/lutheran-social-services-of-401k-plan

> Lutheran Social Services Of Illinois&#39;s 401(k) plan: 1,379 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 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](https://planprovider.pro/provider/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|—|—|—|—|

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