Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
LUTHERAN SERVICES IN IOWA, INC.
EIN 42-0698267mental health careLatest filing 2024
Plans
2
Retirement
2
$14.9M assets
Welfare
0
Participants
754
3116 UNIVERSITY AVE - DES MOINES, IA 50311515-271-7357lsiowa.orgLinkedIn501-1000 employeesmental health care
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $14.9M assets / 754 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- ASSOCIATED TRUST COMPANY, N.A.100%
- (Not disclosed)0%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC.
401k
Assets$14.8M
Participants752
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
LUTHERAN SERVICES IN IOWA, INC. 403(B) PLAN
403b
Assets$51K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. | 401k | $14.8M | 752 | 2024 | |
| 003 | LUTHERAN SERVICES IN IOWA, INC. 403(B) PLAN | 403b | $51K | 2 | 2024 |
Retirement plans
Welfare plans