# Lehigh University 403(b) Plan
Source: https://planprovider.pro/companies/lehigh-university-403b-plan

> Lehigh University's 403(b) plan: 2,958 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/tiaa-teachers-insurance-and-annuity-association-of-america-college-retirement-equities-fund) — RECORDKEEPER

- [ZELENKOFSKE AXELROD LLC](https://planprovider.pro/provider/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|

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