401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC.
Plan Contact
- Address: 3116 UNIVERSITY AVE,DES MOINES,IA
- Contact person: ANDREA CORCORAN
- Phone: (515) 271-7357
Plan General Information
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. Total Retirement Plan Assets
At the end of 2021, the total retirement plan assets of 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. is $17,045,934.00.This plan was established in 2022.
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. Total Number of Retirement Plan Participants
At the end of 2021, the total number of retirement plan participants in 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. is 663
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. Average Participant Retirement Account Value
In 2021, the average participant retirement account value for 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. is $25,710.00
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. Estimated Average Employee Contribution Amount
In 2021, the estimated average employee contribution amount per participant for 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. is $804.00.
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. Estimated Average Employer Match
In 2021, the estimated average employer match for an employee in 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. is approximately $234.00
Investing in this additonal $234.00 for 20 years would give you extra $14,991.00, assuming a 10% annual return.
Investing in this additonal $234.00 for 20 years would give you extra $14,991.00, assuming a 10% annual return.
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. Total Employer Contribution and Match Rate
In 2021, 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. allocates $155,302.00 to match its employees' contributions, providing an employer match rate of 29.12% of their contributions
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. Total Retirement Plan Asset Growth Rate
In 2021, the total retirement plan asset growth rate of 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. is 17.07%.
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. Estimated Aggregate Retirement Account Investment Gain/Loss
In 2021, the estimated aggregate retirement account investment gain/loss for 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. is 16.50%. This measures the effectiveness of the plan participants' investments in the year.
401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. Expense Ratio
In 2021, the investment and administrative expense ratio of 401(K) PROFIT-SHARING PLAN FOR EMPLOYEES OF LUTHERAN SERVICES IN IOWA, INC. is 0.03%.
Enrollment Features
Recent Articles
- Lazy Portfolios in Different Market Conditions
- Tax-Efficient Lazy Portfolios
- Lazy Portfolios for Retirement Investing
- How to Implement a Lazy Portfolio
- What Are Lazy Portfolios?
- IRAs as One of the Emergency Fund Sources
- How to Borrow From an IRA?
- Special Issue: Staying the Course Amid Market Turmoil
- A Step-by-Step Guide to Finding Your Old 401(k) Account
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more ...
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...