Plan Snapshot
- Plan Sponsor: Via Of The Lehigh Valley, INC.
- Sponsor EIN: 231457999
- Sponsor Address: 336 W. SPRUCE STREET, BETHLEHEM, PA, 18018
- Plan Type: Health & Welfare
- Plan Number: 506
- Total Participants: 89
- Total Assets: $69,526
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 | 89 | $69,526 | $855,745 | $139,181 |
| 2023 | 98 | $14,507 | $678,922 | $70,715 |
| 2022 | 69 | $7,481 | $491,558 | $89,387 |
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 | $56,018 | — | $56,018 |
| THE BENECON GROUP | Investment Advisor | $26,739 | — | $26,739 |
| CAPITAL BLUE CROSS | Other Service Provider | $20,193 | — | $20,193 |
| HY HOLDINGS INC. | Investment Advisor | $9,861 | — | $9,861 |
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: $112,811
- Estimated Expense Ratio: 162.257% 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 | $1,529,250 | — | — | — | — |
| 2023 | $831,412 | — | — | — | — |
| 2022 | $619,268 | — | — | — | — |