Jason Beckwith signed Lutheran Social Service Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lutheran Social Service Group, Inc.'s EIN is 16-1548940.
Download the official 2024 Form 5500 (PDF) for Lutheran Social Service Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lutheran Social Service Group, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Inflation Protection Sec Adm Fund | Registered Investment Companies | — | $0 | $1.4M | 13.0% | |
| Retirement 2060 I Fund | Registered Investment Companies | — | $0 | $1.4M | 12.8% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.4M | 12.8% | |
| Retirement Balanced I Fund | Registered Investment Companies | — | $0 | $1.1M | 10.3% | |
| Retirement 2065 I Fund | Registered Investment Companies | — | $0 | $1.1M | 10.2% | |
| Retirement 2020 I Fund | Registered Investment Companies | — | $0 | $975K | 8.9% | |
| Retirement 2055 I Fund | Registered Investment Companies | — | $0 | $853K | 7.7% | |
| Retirement 2040 I Fund | Registered Investment Companies | — | $0 | $563K | 5.1% | |
| Capital Appreciation I Fund | Registered Investment Companies | — | $0 | $496K | 4.5% | |
| Retirement 2025 I Fund | Registered Investment Companies | — | $0 | $472K | 4.3% | |
| Retirement 2050 I Fund | Registered Investment Companies | — | $0 | $298K | 2.7% | |
| Mid-Cap Val I Fd | Registered Investment Companies | — | $0 | $289K | 2.6% | |
| Retirement 2045 I Fund | Registered Investment Companies | — | $0 | $235K | 2.1% | |
| MFS International Diversification R6 Fund | Registered Investment Companies | — | $0 | $225K | 2.0% | |
| Retirement 2035 I Fund | Registered Investment Companies | — | $0 | $221K | 2.0% | |
| PGIM Total Return Bond R6 Fund | Registered Investment Companies | — | $0 | $200K | 1.8% | |
| Blue Chip Growth I Fund | Registered Investment Companies | — | $0 | $182K | 1.7% | |
| International Discovery Fund | Registered Investment Companies | — | $0 | $148K | 1.3% | |
| Retirement 2010 I Fund | Registered Investment Companies | — | $0 | $114K | 1.0% | |
| Retirement 2030 I Fund | Registered Investment Companies | — | $0 | $101K | 0.9% | |
| Mid Cap Index Adm Fund | Registered Investment Companies | — | $0 | $76K | 0.7% | |
| Lord Abbett Dev Growth R6 Fund | Registered Investment Companies | — | $0 | $70K | 0.6% | |
| s - Principal Stable Value Z Fund | Common Collective Trusts | — | $0 | $70K | 0.6% | |
| 500 Index Admiral Fd | Registered Investment Companies | — | $0 | $61K | 0.6% | |
| Columbia Div Income I3 Fund | Registered Investment Companies | — | $0 | $61K | 0.6% | |
| Sm Cap Index Adm Fund | Registered Investment Companies | — | $0 | $50K | 0.5% | |
| Allspring Spec Sm Cap Value R6 | Registered Investment Companies | — | $0 | $49K | 0.4% | |
| American Funds I New World R6 Fund | Registered Investment Companies | — | $0 | $46K | 0.4% | |
| Macquarie Mid Cap Growth R6 Fund | Registered Investment Companies | — | $0 | $35K | 0.3% | |
| PIMCO GNMA Govt Sec Instl Fund | Registered Investment Companies | — | $0 | $23K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | 93-0987232 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BUFFAMANTE WHIPPLE | 16-1117932 | — | ACCOUNTANT | $8K | — |
