Original filing (PDF)20250701073725NAL0017377264001

LUTHERAN SOCIAL SERVICES

Name: LUTHERAN SOCIAL SERVICES — LUTHERAN SOCIAL SERVICES 403(B), Form 5500 (2024)
Creator: LUTHERAN SOCIAL SERVICES

Form 5500-SF

FILING_RECEIVED

LUTHERAN SOCIAL SERVICES 403(B)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$975K

Net assets (EOY)

$975K

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUTHERAN SOCIAL SERVICES.

Plan sponsor

Name

LUTHERAN SOCIAL SERVICES

EIN

34-4428225

Address

2149 COLLINGWOOD BLVD. · TOLEDO, OH · 43620

Phone

(419) 243-9178

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

COACHART

FORUS 401(K)

$975K · 21 participants

VITAE FOUNDATION

VITAE FOUNDATION 403(B) PLAN

$975K · 23 participants

DIRECTION SERVICE

DIRECTION SERVICE 401(K) PLAN

$974K · 53 participants

THE FAMILY CENTER

THE FAMILY CENTER FOR SERVICES AND RESEARCH DEFINED CONTRIBUTION PLAN

$977K · 20 participants

FAMILY SUPPORT ORGANIZATION OF BURLINGTON COUNTY

FSO OF BURL. CO. RETIREMENT PLAN

$977K · 10 participants