# Lehigh Valley Center For Independent Living, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/lehigh-valley-center-for-independent-living-inc-232610549-510

> Lehigh Valley Center For Independent Living, INC.'s Health & Welfare plan: 17 participants, plan year 2025 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2025.

## 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|—|—|—|—|

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