Stacey Hellerud signed Lutheran Homes' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lutheran Homes' EIN is 41-0694719.
Download the official 2024 Form 5500 (PDF) for Lutheran Homes from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lutheran Homes' plan includes ERISA 404(c) participant direction, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METLIFE LIFE INSURANCE COMPANY | — | CHARLOTTE, NC | RECORDKEEPER | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Similar Party Maturity Value Cost Value * MetLife Guaranteed Asset Account Guaranteed Investment Contract N/A | Stable Value | — | — | $817K | 28.8% | |
| American Funds Growth Fund of America A Mutual Funds N/A | Mutual Funds | — | — | $437K | 15.4% | |
| American Funds Invest Co of America A Mutual Funds N/A | Mutual Funds | — | — | $381K | 13.4% | |
| Invesco Main Street Mid Cap A Mutual Funds N/A | Mutual Funds | — | — | $207K | 7.3% | |
| Blackrock Low Duration Fund-Instl Mutual Funds N/A | Other securities | — | — | $203K | 7.2% | |
| Allspring Special Small Cap Value A Mutual Funds N/A | Other securities | — | — | $201K | 7.1% | |
| TCW Total Return Bond I Mutual Funds N/A | Other securities | — | — | $192K | 6.8% | |
| American Funds Europacific Growth Fund A Mutual Funds N/A | Mutual Funds | — | — | $121K | 4.3% | |
| Macquarie Global Listed Real Assets A Mutual Funds N/A | Other securities | — | — | $119K | 4.2% | |
| Templeton Foreign Fund A Mutual Funds N/A | Mutual Funds | — | — | $112K | 4.0% | |
| Note receivable from participant Maturing 2025 - 2029 at - | Other securities | — | — | $51K | 1.8% | |
| Ishares S&P 500 Index K Mutual Funds N/A | Common Collective Trusts | — | — | $22K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
