# Lutheran Social Services Of Colorado 401(k) Plan
Source: https://planprovider.pro/companies/lutheran-social-services-of-colorado-840775550-002

> Lutheran Social Services Of Colorado's 401(k) plan: 192 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 Colorado

- **Sponsor EIN:** 840775550

- **Sponsor Address:** 1035 OSAGE ST. SUITE 700, DENVER, CO, 80204

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

- **Plan Number:** 002

- **Total Participants:** 192

- **Total Assets:** $6.3M

## 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|192|$6.3M|$0|$565,182|

| 2023|205|$5.5M|$0|$519,019|

| 2022|206|$5.0M|$0|$482,806|

## 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|

| TRANSAMERICA LIFE INS CO|Recordkeeper|$26,323|—|$26,323|

| EDWARD D JONES & COMPANY|Investment Advisor|$20,334|—|$20,334|

| FUTUREPLAN BY ASCENSUS|Recordkeeper|$10,529|$7|$10,536|

### Verified Provider Profiles

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

- [TRANSAMERICA LIFE INS CO](https://planprovider.pro/provider/transamerica) — Recordkeeper

- [FUTUREPLAN BY ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $57,193

- **Estimated Expense Ratio:** 0.915% 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|$58,715|—|$58,715|—|—|

| 2023|$66,526|—|$66,526|—|—|

| 2022|$43,864|—|$43,860|—|—|

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