# United Way Of The Greater Lehigh Valley 401(k) Plan
Source: https://planprovider.pro/companies/united-way-of-the-greater-lehigh-valley-232657933-501

> United Way Of The Greater Lehigh Valley's 401(k) plan: 47 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/employee-fiduciary) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/united-way-of-the-greater-lehigh-valley-232657933-501)

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