Plan Snapshot
- Plan Sponsor: Medical Imaging Of Lehigh Valley, P.C.
- Sponsor EIN: 232032300
- Sponsor Address: 1255 S. CEDAR CREST BLVD., ALLENTOWN, PA, 18103
- Plan Type: 401(k)
- Total Participants: 118
- Total Assets: $72.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 118 | $72.2M | $3.4M | $1.9M |
| 2023 | 130 | $67.3M | $2.0M | $1.7M |
| 2022 | 106 | $59.9M | $2.6M | $1.5M |
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 |
|---|---|---|---|---|
| MODERA WEALTH MANAGEMENT LLC | INVESTMENT ADVISOR | $31,477 | — | $31,477 |
| BERNSTEIN GLOBAL WEALTH MANAGEMENT | INVESTMENT ADVISOR | $10,076 | — | $10,076 |
| WAVERLY ADVISORS | INVESTMENT ADVISOR | $9,215 | — | $9,215 |
| NORTHEAST FINANCIAL GROUP | INVESTMENT ADVISOR | $8,192 | — | $8,192 |
| TORRILLO & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NORTHEAST FINANCIAL GROUP — INVESTMENT ADVISOR
- TORRILLO & ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,960
- Estimated Expense Ratio: 0.082% 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 | $71,714 | — | $150 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |