Lutheran Services Florida Retirement Plan
Sponsored by Lutheran Services Florida Inc. · EIN 592198911 · Plan #001
- Total assets
- $23.7M
- Net assets
- $23.7M
- Active participants
- 2,911
- With balances
- 1,972
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Fiduciary First, Llc CRD 150330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $41,712 |
| Fiduciary First Llc | Investment management, Investment management fees (indirect) | $0 |