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Original filing (PDF)20250411093535NAL0023133313001
LUTHERAN SOCIAL MINISTRIES OF MARYLAND, INC.
Form 5500
FILING_RECEIVED
403(B) THRIFT PLAN FOR EMPLOYEES OF LUTHERAN SOCIAL MINISTRIES OF MARYLAND, INC.
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
999
Accounts w/ balance
1,063
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (3 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LUTHERAN SOCIAL MINISTRIES OF MARYLAND, INC..
Plan sponsor
Name
LUTHERAN SOCIAL MINISTRIES OF MARYLAND, INC.
EIN
83-2095898
Address
117 EAST MAIN STREET · FLOOR #3 · WESTMINSTER, MD · 21157
Phone
(410) 848-0090
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-11
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RKL, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsInsurance
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA INVESTMENT CORP | — | NEW YORK, NY | INSURANCE CARRIER | $6K | — |
Investments
1 pooled fund· $17.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEPERATE ACCOUNT NUMBER GS2 MUTUAL OF AMERICA · EIN 13-1614399 / PN 000 | Pooled Separate Account | $17.2M | 100.0% |