Plan Snapshot
- Plan Sponsor: Lehigh Valley Center For Independent Living, INC.
- Sponsor EIN: 232610549
- Sponsor Address: 713 N 13TH ST, ALLENTOWN, PA, 18102
- Plan Type: Health & Welfare
- Plan Number: 510
- Total Participants: 17
- Total Assets: $82,326
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. |
|---|---|---|---|---|
| 2025 | 17 | $82,326 | $0 | $0 |
| 2024 | 28 | $29,419 | $338,116 | $63,361 |
| 2023 | 32 | $9,568 | $366,366 | $62,873 |
| 2022 | 30 | $1,347 | $303,955 | $40,066 |
| 2020 | 32 | $1,290 | $18,149 | $1,567 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $16,061 | — | $16,061 |
| ONEDIGITAL (PHILADELPHIA) | Investment Advisor | $5,990 | — | $5,990 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,051
- Estimated Expense Ratio: 26.785% 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 | $104,244 | — | — | — | — |
| 2024 | $450,535 | — | — | — | — |
| 2023 | $492,971 | — | — | — | — |
| 2022 | $416,310 | — | — | — | — |
| 2020 | $34,983 | — | — | — | — |