Lutheran Seniorlife Employees' Retirement Savings Plan
Sponsored by Lutheran Seniorlife/Passavant Retirement & Health Center · EIN 251527666 · Plan #002
- Total assets
- $53.3M
- Net assets
- $53.3M
- Active participants
- 1,233
- With balances
- 931
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Transamerica Retirement Advisors, Llc CRD 107319 | fuzzy_auto · 94% | 2024 |
| The Variable Annuity Life Insurance Company CRD 104561 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $85,529 |
| Alliant Retirement Services Llc | Investment management, Direct payment from the plan | $37,500 |
| Axa Equitable Life Insurance | Investment management, Trustee (directed), Shareholder servicing fees | $295 |
| Lincoln National Corporation | Contract administrator | $100 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |
| Variable Annuity Life Insurance Co | Custodial (securities), Investment advisory (participants), Investment management | $0 |