# Medical Associates Of The Lehigh Valley, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/medical-associates-of-the-lehigh-valley-p-c-401k-plan

> Medical Associates Of The Lehigh Valley, P.C.'s 401(k) plan: 191 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Medical Associates Of The Lehigh Valley, P.C.

- **Sponsor EIN:** 232745779

- **Sponsor Address:** 1605 N. CEDAR CREST BLVD., ALLENTOWN, PA, 18104

- **Plan Type:** 401(k)

- **Total Participants:** 191

- **Total Assets:** $41.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|191|$41.8M|$955,911|$1.3M|

| 2023|189|$39.4M|$954,129|$1.4M|

| 2022|187|$35.0M|$844,099|$1.3M|

## 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|

| HERBEIN AND COMPANY, INC.|CONSULTANT|$15,250|—|$15,250|

| HERBEIN & COMPANY, INC.|Auditor|$236|—|$236|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HERBEIN & COMPANY, INC.](https://planprovider.pro/provider/herbein-company-inc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,486

- **Estimated Expense Ratio:** 0.037% 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|$17,414|$15,250|—|$236|—|

| 2023|$17,100|—|—|—|—|

| 2022|$15,650|—|—|—|—|

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