Lutheran Homes Of Oconomowoc Retirement Plan
Sponsored by Lutheran Homes Of Oconomowoc, Inc. · EIN 390845016 · Plan #003
- Total assets
- $13.3M
- Net assets
- $13.3M
- Active participants
- 425
- With balances
- 235
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $40,143 |
| Kestra Advisory Services, Llc | Investment advisory (plan), Consulting fees | $21,658 |
| Charles Schwab Trust Company | Custodial (securities), Shareholder servicing fees | $0 |