# Community Action Committee Of The Lehigh Valley, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/community-action-committee-of-the-lehigh-valley-inc-231669589-501

> Community Action Committee Of The Lehigh Valley, INC.'s Health & Welfare plan: 92 participants, plan year 2024 financials, providers, and benchmarks from For…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Community Action Committee Of The Lehigh Valley, INC.

- **Sponsor EIN:** 231669589

- **Sponsor Address:** 1337 E 5TH ST, BETHLEHEM, PA, 18015

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 92

- **Total Assets:** $93,358

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|92|$93,358|$1.8M|$105,294|

| 2023|91|$76,036|$1.4M|$102,270|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BSI CORPORATE BENEFITS, LLC|Investment Advisor|$57,971|—|$57,971|

| THE BENECON GROUP|Investment Advisor|$21,924|—|$21,924|

| HY HOLDINGS INC|Other Service Provider|$10,832|—|$10,832|

| CONNECTCARE3|Other Service Provider|$5,837|—|$5,837|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BSI CORPORATE BENEFITS, LLC](https://planprovider.pro/provider/employee-fiduciary) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $96,564

- **Estimated Expense Ratio:** 103.434% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$1,905,392|—|—|—|—|

| 2023|$1,779,064|—|—|—|—|

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