Plan Snapshot
- Plan Sponsor: Lutheran Social Services Of Wisconsin And Upper Michigan
- Sponsor EIN: 390816846
- Sponsor Address: 6737 W. WASHINGTON STREET, WEST ALLIS, WI, 53214
- Plan Type: 403(b)
- Total Participants: 840
- Total Assets: $28.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- 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 | 840 | $28.4M | $602,432 | $2.1M |
| 2023 | 827 | $25.1M | $504,421 | $1.8M |
| 2022 | 767 | $21.3M | $298,880 | $1.5M |
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 |
|---|---|---|---|---|
| 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: $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 | $111,185 | — | $109,935 | — | — |
| 2023 | $84,674 | — | $83,624 | — | — |
| 2022 | $80,438 | — | — | — | — |