Lutheran Child and Family Services of Illinois retirement plan: assets, participants and fees
What Lutheran Child and Family Services of Illinois' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Smith & Howard, PC (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Lutheran Child and Family Services of Illinois: employer contribution per participant | $351 | |
| Peer median | $1,337 |
| Lutheran Child and Family Services of Illinois: average balance | $14,514 | |
| Peer median | $35,764 |
| Lutheran Child and Family Services of Illinois: admin expenses ÷ assets | 1.14% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $7.5M at the end of plan year 2021 to $12.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 982 | $12.8M | $310K | $351 | 1.14% | Not published | Form 5500 ↗ |
| 2023 | 932 | $10.7M | $278K | $333 | 0.89% | Not published | Form 5500 ↗ |
| 2022 | 935 | $8.9M | $163K | $235 | 1.08% | Not published | Form 5500 ↗ |
| 2021 | 819 | $7.5M | $63K | $90 | 0.83% | Not published | Form 5500 ↗ |
Other Lutheran Child and Family Services of Illinois plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Ebp of Lutheran Child & Family Services of Illinois
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Shore Tompkins Actuarial Resources | Schedule C ↗ |
| Independent auditor | Smith & Howard, PC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Lutheran Child and Family Services of Illinois match 401(k) contributions?
The match terms for the 403(b) Thrift Plan of Lutheran Child and Family Services of Illinois have not been published from its filing yet. The plan year 2024 filing reports $310K in employer contributions, about $351 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Lutheran Child and Family Services of Illinois 401(k) match vested?
The vesting schedule for the 403(b) Thrift Plan of Lutheran Child and Family Services of Illinois is not in the data published so far. Your Summary Plan Description states it.
Who manages the Lutheran Child and Family Services of Illinois 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Administrative Group, LLC DBA Tag Resources.
I left Lutheran Child and Family Services of Illinois. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Administrative Group, LLC DBA Tag Resources, (865) 670-1844) or the recordkeeper, Transamerica Retirement Solutions. The Lutheran Child and Family Services of Illinois old 401(k) page lists the contacts from every plan filing. Find an old Lutheran Child and Family Services of Illinois 401(k)
Data from the public Form 5500 annual reports Lutheran Child and Family Services of Illinois filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Lutheran Child and Family Services of Illinois. Not financial advice. Report a correction · Methodology