# Moravian Academy 403(b) Plan
Source: https://planprovider.pro/companies/moravian-academy-403b-plan

> Moravian Academy's 403(b) plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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