Plan Snapshot
- Plan Sponsor: Lutheranliving Services, INC.
- Sponsor EIN: 390807205
- Sponsor Address: 7500 W NORTH AVE, WAUWATOSA, WI, 532131717
- Plan Type: 403(b)
- Total Participants: 484
- Total Assets: $14.7M
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 | 484 | $14.7M | $267,060 | $828,144 |
| 2023 | 495 | $13.9M | $239,727 | $777,332 |
| 2022 | 489 | $12.3M | $210,530 | $733,311 |
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 |
|---|---|---|---|---|
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WIPFLI 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 | $57,759 | — | $57,759 | — | — |
| 2023 | $52,906 | — | $52,906 | — | — |
| 2022 | $57,806 | — | $57,806 | — | — |