403(b) Thrift Plan Of Lutheran Child And Family Services Of Illinois
Sponsored by Lutheran Child And Family Services Of Illinois · EIN 362167778 · Plan #002
- Total assets
- $12.8M
- Net assets
- $12.8M
- Active participants
- 466
- With balances
- 884
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 95% | 2024 |
| Two West Capital Advisors Llc CRD 154543 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $58,037 |
| Smith & Howard Pc | Accounting, Direct payment from the plan | $25,500 |
| Morgan Stanley Smith Barney Holding | Investment advisory (plan), Direct payment from the plan | $22,488 |
| Admin. Group, Llc Dba Tag Resources | Investment advisory (plan), Direct payment from the plan | $22,478 |
| Two West Capital Advisors Llc | Investment advisory (plan), Direct payment from the plan | $5,624 |
| Mutual Of America | Claims processing, Recordkeeping, Account maintenance fees | $75 |