Plan Ledger DOL Form 5500 · updated monthly

Lutheran Social Services of Colorado401(k)

LUTHERAN SOCIAL SERVICES OF COLORADO 401(K) PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
1.00%

Lutheran Social Services of Colorado reported $58,715 in plan administrative expenses for 2024: 1.00% of average plan assets, higher than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.90% to 1.00%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Colorado (969th of 1,461), and 7,230th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$6,253,033
Participants with balances251
Active participants192
Employer contributions—
Employee contributions$565,182
Employer contribution per active participant—
Average account balance$24,912
Benefits paid to participants$542,565
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 251 accts
2023$5.5M · 253 accts
2022$5.0M · 226 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,715
Total administrative$58,715
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
TRANSAMERICA LIFE INS CO · Recordkeeping · Loan processing$26,323
FUTUREPLAN BY ASCENSUS · Recordkeeping · Loan processing$10,529
EDWARD D JONES & COMPANY · Investment advisory (plan)$20,334
MESIROW FINANCIAL, INC. · Investment advisory (plan)$1,187

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Ascensus, Transamerica
2023Ascensus, Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$58,715 · 1.00%
2023$66,526 · 1.27%
2022$43,864 · 0.90%
Same employer
Similar plansHealth Care & Social Assistance · Colorado
Third Way Center, Inc. CO$6.8M · 0.67%
Preparis, Inc. CO$6.2M · 0.64%
Continuum of Colorado CO$6.0M · 0.31%
Trumpet Behavioral Health CO$5.9M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840775550 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.