Plan Snapshot
- Plan Sponsor: United Way Of The Greater Lehigh Valley
- Sponsor EIN: 232657933
- Sponsor Address: 1110 AMERICAN PKWY NE STE F120, ALLENTOWN, PA, 181099148
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 47
- Total Assets: $113,844
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. |
|---|---|---|---|---|
| 2024 | 47 | $113,844 | $531,088 | $270,032 |
| 2023 | 43 | $18,630 | $581,089 | $115,703 |
| 2022 | 44 | $34,503 | $450,918 | $98,844 |
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 |
|---|---|---|---|---|
| BSI CORPORATE BENEFITS, LLC | Investment Advisor | $34,108 | — | $34,108 |
| THE BENECON GROUP LLC | Investment Advisor | $16,423 | — | $16,423 |
| HY HOLDINGS INC | Investment Advisor | $9,611 | — | $9,611 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BSI CORPORATE BENEFITS, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $60,142
- Estimated Expense Ratio: 52.828% 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 | $836,831 | — | — | — | — |
| 2023 | $623,531 | — | — | — | — |
| 2022 | $657,332 | — | — | — | — |