# The Lutheran University Association, INC. 403(b) Plan
Source: https://planprovider.pro/companies/the-lutheran-university-association-inc-403b-plan

> The Lutheran University Association, INC.'s 403(b) plan: 761 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Lutheran University Association, INC.

- **Sponsor EIN:** 350868125

- **Sponsor Address:** 1700 CHAPEL DRIVE - KRETZMANN HALL, VALPARAISO, IN, 46383

- **Plan Type:** 403(b)

- **Total Participants:** 761

- **Total Assets:** $236.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|761|$236.2M|$2.5M|$3.4M|

| 2023|752|$224.7M|$2.4M|$3.2M|

| 2022|817|$209.0M|$2.4M|$3.3M|

## 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|

| TIAA|NONE|$104,271|—|$104,271|

| FORVIS MAZARS, LLP|NONE|$79,600|—|$79,600|

| ONEDIGITAL INVESTMENT ADVISORS|NONE|$48,000|—|$48,000|

### Verified Provider Profiles

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

- [TIAA](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — NONE

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — NONE

- [ONEDIGITAL INVESTMENT ADVISORS](https://planprovider.pro/provider/ameritas-retirement-plans) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $231,871

- **Estimated Expense Ratio:** 0.098% 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|$464,174|$53,229|$2,429|$79,600|—|

| 2023|$239,693|$51,086|$687|—|—|

| 2022|$257,183|$48,000|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/the-lutheran-university-association-inc-403b-plan)

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