Plan Snapshot
- Plan Sponsor: Lehigh University
- Sponsor EIN: 240795445
- Sponsor Address: 27 MEMORIAL DRIVE WEST, BETHLEHEM, PA, 18015
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 5,530
- Total Assets: $1.0B
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. |
|---|---|---|---|---|
| 2025 | 5,530 | $1.0B | $0 | $0 |
| 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 | $368,122 | — | $368,122 |
| CAPFINANCIAL PARTNERS, LLC | Investment Advisor | $84,413 | — | $84,413 |
| ZELENKOFSKE AXELROD LLC | Auditor | $26,160 | — | $26,160 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $478,695
- Estimated Expense Ratio: 0.047% 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 |
|---|---|---|---|---|---|
| 2025 | $60,706,788 | $84,413 | $3,591 | $26,160 | — |
| 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 |