How big is Rockford Lutheran School's plan?

Rockford Lutheran School's plan reported $2.1M in assets and 68 participants for 2023.

Original filing (PDF)20250130100209NAL0000677073001

Rockford Lutheran School

Name: Rockford Lutheran School — Rockford Lutheran School, Form 5500 (2023)
Creator: Rockford Lutheran School
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rockford Lutheran School 403(b) Plan

403(b) retirement plan · Rockford Lutheran School's Rockford Lutheran School 403(b) Plan held $2.1M in plan assets for 68 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Heather Stewart signed Rockford Lutheran School's 2023 Form 5500 as plan administrator.

Heather Stewart — 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

Rockford Lutheran School's EIN is 36-6126103.

EIN 36-6126103

Plan number 001

Plan year 2023

ACK ID 20250130100209NAL0000677073001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Rockford Lutheran School from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Rockford Lutheran School's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Helping the score