Plan Snapshot
- Plan Sponsor: Lehigh University
- Sponsor EIN: 240795445
- Sponsor Address: 27 MEMORIAL DRIVE WEST, BETHLEHEM, PA, 18105
- Plan Type: 403(b)
- Total Participants: 2,958
- Total Assets: $901.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,958 | $901.6M | $18.2M | $16.0M |
| 2023 | 2,873 | $825.9M | $16.7M | $15.3M |
| 2022 | 1,928 | $741.5M | $16.0M | $14.0M |
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 |
|---|---|---|---|---|
| TIAA | RECORDKEEPER | $358,397 | — | $358,397 |
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT MANAGER | $81,954 | — | $81,954 |
| ZELENKOFSKE AXELROD LLC | AUDITOR | $24,900 | — | $24,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TIAA — RECORDKEEPER
- ZELENKOFSKE AXELROD LLC — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $465,251
- Estimated Expense Ratio: 0.052% 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 | $1,127,381 | $81,954 | $1,997 | $24,900 | — |
| 2023 | $1,093,909 | $79,568 | $60 | $24,900 | — |
| 2022 | $794,208 | $77,250 | — | — | $24,660 |