Plan Snapshot
- Plan Sponsor: Lehigh Valley Health Network, INC.
- Sponsor EIN: 222458317
- Sponsor Address: P O BOX 1870, ALLENTOWN, PA, 18103
- Plan Type: 403(b)
- Total Participants: 2,053
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- 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 | 2,053 | $6.7M | $0 | $829,017 |
| 2023 | 2,037 | $6.3M | $0 | $774,730 |
| 2022 | 1,996 | $5.0M | $0 | $768,824 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $17,383 | — | $17,383 | — | — |
| 2023 | $16,854 | — | $16,854 | — | — |
| 2022 | $63,697 | — | $63,697 | — | — |