Plan Snapshot
- Plan Sponsor: Lebanon Valley College
- Sponsor EIN: 231352354
- Sponsor Address: 101 NORTH COLLEGE AVENUE, ANNVILLE, PA, 170031404
- Plan Type: 403(b)
- Total Participants: 360
- Total Assets: $120.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 360 | $120.2M | $2.0M | $2.0M |
| 2023 | 355 | $112.7M | $2.0M | $2.0M |
| 2022 | 361 | $100.2M | $1.9M | $1.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $51,821 | — | $51,821 | — | — |
| 2023 | $41,970 | — | $41,970 | — | — |
| 2022 | $37,887 | — | $37,887 | — | — |