Plan Snapshot
- Plan Sponsor: Valley Youth House
- Sponsor EIN: 237178820
- Sponsor Address: 3400 HIGH POINT BLVD, BETHLEHEM, PA, 18017
- Plan Type: 401(k)
- Total Participants: 429
- Total Assets: $15.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 429 | $15.9M | $954,670 | $1.4M |
| 2023 | 429 | $13.0M | $794,949 | $1.2M |
| 2022 | 394 | $9.8M | $750,830 | $953,761 |
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 |
|---|---|---|---|---|
| RKL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL LLP — Auditor
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 | $82,612 | $37,782 | $44,830 | — | — |
| 2023 | $73,069 | $37,782 | $35,287 | — | — |
| 2022 | $145,240 | $63,005 | $82,235 | — | — |