Plan Snapshot
- Plan Sponsor: Moravian Village Of Bethlehem
- Sponsor EIN: 233022262
- Sponsor Address: 526 WOOD STREET, BETHLEHEM, PA, 18018
- Plan Type: DC
- Total Participants: 104
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 104 | $1.2M | $102,980 | $156,981 |
| 2023 | 125 | $997,107 | $96,528 | $181,825 |
| 2022 | 107 | $625,264 | $99,075 | $197,051 |
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 | $1,485 | $1,485 | — | — | — |
| 2023 | $3,500 | $3,500 | — | — | — |
| 2022 | $2,925 | $2,925 | — | — | — |