AUMdb

401(k) Profit Sharing Plan For Employees Of Lutheran Services In Iowa, Inc.

Sponsored by Lutheran Services In Iowa, Inc · EIN 420698267 · Plan #002

Total assets
$14.8M
Net assets
$14.8M
Active participants
466
With balances
524

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Associated Trust Company, N.A. Recordkeeping, Consulting (pension), Trustee (discretionary) $66,847