Plan Snapshot
- Plan Sponsor: Lehigh Retina Specialists, P.C.
- Sponsor EIN: 232847909
- Sponsor Address: 1251 S. CEDAR CREST BLVD, SUITE 307, ALLENTOWN, PA, 18103
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 41
- Total Assets: $1,168
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 | 41 | $1,168 | $281,671 | $19,468 |
| 2023 | 30 | $59,190 | $136,840 | $126,352 |
| 2022 | 42 | $4,047 | $7,124 | $6,789 |
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 |
|---|---|---|---|---|
| EMPLOYEE BENEFITS CONSULTANTS, LLC | Investment Advisor | $11,670 | — | $11,670 |
| THE BENECON GROUP, LLC | Investment Advisor | $10,044 | — | $10,044 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMPLOYEE BENEFITS CONSULTANTS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,714
- Estimated Expense Ratio: 1859.075% 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 | $394,417 | — | — | — | — |
| 2023 | $167,634 | — | — | — | — |
| 2022 | $45,577 | — | — | — | — |