Lutheran Social Service Group, Inc. 401(k) Plan: Login, Facts & Contact Information

Lutheran Social Service Group, Inc. 401(k) Plan Facts

Plan name
LUTHERAN SOCIAL SERVICES GROUP, INC. 401(K) RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
LUTHERAN SOCIAL SERVICE GROUP, INC.
Participants
248 (93 active employees)
Former employees with a balance
94
Plan assets
$11,004,664 at Dec 31, 2024
Average account balance
$68,779 across 160 accounts
Employer contributions
$179,205 in plan year 2024 (38% of all contributions)
Recordkeeper
Principal Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jul 1, 1973
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $472,167 went into the plan in contributions, $179,205 of it from the employer (38%).
  • $4.27 million was paid out to participants.
  • Investment and other income added $1.32 million.
  • Administrative expenses were $52,393, about $327 per account.

How the Lutheran Social Service Group, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019455$16.8 million$502,840$1.02 million
2020447$16.4 million$383,839$3.11 million
2021346$17.4 million$366,156$2.14 million
2022306$13.7 million$262,763$1.69 million
2023284$13.5 million$264,174$2.76 million
2024248$11.0 million$179,205$4.27 million

Lutheran Social Service Group, Inc. 401(k) Contact Information

Phone
716-665-8097
Mailing address
715 FALCONER ST, JAMESTOWN NY 147011935
Plan sponsor
LUTHERAN SOCIAL SERVICE GROUP, INC.
Employer identification number (EIN)
16-1548940
Plan number
001

Questions about the Lutheran Social Service Group, Inc. 401(k)

Does Lutheran Social Service Group, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $179,205, 38% of all contributions.

Does the Lutheran Social Service Group, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Lutheran Social Service Group, Inc 401(k) plan?

248 participants at the start of plan year 2024, 93 of them active employees, and 94 former employees who still had money in the plan.

What is the average 401(k) balance at Lutheran Social Service Group, Inc?

About $68,779 per account: $11.0 million in plan assets across 160 accounts with a balance at the end of plan year 2024.

Who manages the Lutheran Social Service Group, Inc 401(k) accounts?

Principal (listed on the filing as PRINCIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Lutheran Social Service Group, Inc. How do I access my 401(k)?

Your account stays with Principal after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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