Plan Snapshot
- Plan Sponsor: Moravian Academy
- Sponsor EIN: 240829838
- Sponsor Address: 7 E MARKET ST, BETHLEHEM, PA, 180185906
- Plan Type: 403(b)
- Total Participants: 223
- Total Assets: $46.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 223 | $46.3M | $977,505 | $914,978 |
| 2023 | 230 | $42.8M | $958,554 | $844,254 |
| 2022 | 188 | $30.8M | $740,841 | $662,556 |
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 |
|---|---|---|---|---|
| HENDERSON BROTHERS RET PLAN SERV | Other Service Provider | $54,365 | — | $54,365 |
| 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: $54,365
- Estimated Expense Ratio: 0.118% 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 | $56,917 | — | $56,917 | — | — |
| 2023 | $57,705 | — | — | — | — |
| 2022 | $48,442 | — | — | — | — |