Plan Snapshot
- Plan Sponsor: The Da Vinci Discovery Center Of Science And Technology, INC.
- Sponsor EIN: 232824084
- Sponsor Address: 3145 HAMILTON BLVD BYPASS, ALLENTOWN, PA, 18103
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 32
- Total Assets: $38,033
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 32 | $38,033 | $0 | $0 |
| 2024 | 33 | $1,503 | $360,177 | $16,509 |
| 2023 | 33 | $18,959 | $249,508 | $11,727 |
| 2022 | 29 | $9,125 | $16,577 | $750 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $23,687 | — | $23,687 |
| BSI CORPORATE BENEFITS, LLC | Investment Advisor | $22,916 | — | $22,916 |
| CAPITAL BLUECROSS | Other Service Provider | $8,515 | — | $8,515 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,118
- Estimated Expense Ratio: 144.922% 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 |
|---|---|---|---|---|---|
| 2025 | $371,717 | — | — | — | — |
| 2024 | $320,578 | — | — | — | — |
| 2023 | $370,732 | — | — | — | — |
| 2022 | $8,202 | — | — | — | — |