Lutheran Social Services Tax Deferred Annuity Plan
Sponsored by Lutheran Social Services Of Wisconsin And Upper Michigan · EIN 390816846 · Plan #001
- Total assets
- $28.4M
- Net assets
- $28.4M
- Active participants
- 840
- With balances
- 950
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $111,185 |
| Global Retirement Partners Llc | Other fees | $0 |