How big is Lutheran Financial Services, Inc.'s plan?

Lutheran Financial Services, Inc.'s plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250802080006NAL0004300003001

Lutheran Financial Services, Inc.

Name: Lutheran Financial Services, Inc. — Lutheran Financi, Form 5500 (2024)
Creator: Lutheran Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lutheran Financial Services, Inc. 401(k) Plan

401(k) retirement plan · Lutheran Financial Services, Inc.'s Lutheran Financial Services, Inc. 401(k) Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

ADAM L. Heinlein signed Lutheran Financial Services, Inc.'s 2024 Form 5500 as plan administrator.

ADAM L. Heinlein — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lutheran Financial Services, Inc.'s EIN is 36-4513587.

EIN 36-4513587

Plan number 002

Plan year 2024

ACK ID 20250802080006NAL0004300003001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lutheran Financial Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lutheran Financial Services, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUTHERAN FINANCIAL SERVICES, INC..

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Plan health score

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

100

Knocking points off