Lutheran Social Services Of Colorado 401(k) Plan
Sponsored by Lutheran Social Services Of Colorado · EIN 840775550 · Plan #002
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 192
- With balances
- 251
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Edward D. Jones & Co., L.P. CRD 250 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Ins Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $26,323 |
| Edward D Jones & Company | Investment advisory (plan) | $20,334 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $10,529 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $1,187 |