Plan Snapshot
- Plan Sponsor: Lehigh Valley Restaurant Group, INC
- Sponsor EIN: 232668914
- Sponsor Address: 6802 HAMILTON BLVD., ALLENTOWN, PA, 18106
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $2.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 144 | $2.1M | $163,268 | $441,749 |
| 2023 | 128 | $1.3M | $163,784 | $421,896 |
| 2022 | 134 | $667,843 | $154,436 | $394,416 |
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 |
|---|---|---|---|---|
| CAMPBELL RAPPOLD & YURASITS LLP | Auditor | — | — | $0 |
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 | $32,509 | $10,466 | $21,960 | — | — |
| 2023 | $21,447 | $6,118 | $15,268 | — | — |
| 2022 | $12,817 | $2,655 | $9,161 | — | — |