Plan Ledger DOL Form 5500 · updated monthly

Community Action Committee of the Lehigh Valley, Inc.401(k)

401(K) PROFIT SHARING PLAN OF COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY, INC. · BETHLEHEM, PA · plan year 2024

Reported admin expense ratio · 2024
0.45%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Community Action Committee of the Lehigh Valley, Inc. reported $27,601 in plan administrative expenses for 2024: 0.45% of average plan assets, below the peer median. Employer contributions averaged $2,383 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Pennsylvania (2,699th of 3,651), and 7,147th of 11,911 in health care & social assistance. In 2024, the employer put in $1.05 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$6,412,996
Participants with balances134
Active participants104
Employer contributions$247,839
Employee contributions$236,093
Employer contribution per active participant$2,383
Average account balance$47,858
Benefits paid to participants$671,586
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.4M · 134 accts · $248K emplr
2023$5.9M · 135 accts · $293K emplr
2022$5.0M · 127 accts · $254K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,601
Investment management$10,000
Total administrative$27,601
The Community Action Committee of the Lehigh Valley, Inc. 401(k) match · 2024
Employer contribution per active participant$2,383
Median for plans this size$1,313
2024$2,383 per active participant
2023$2,814 per active participant
2022$2,492 per active participant

Community Action Committee of the Lehigh Valley, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
THE VANGUARD GROUP · Recordkeeping$15,655
LPL FINANCIAL · Investment advisory (plan)$10,000
MID-ATLANTIC PENSION SPECIALISTS IN · Contract administrator$6,370

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$27,601 · 0.45%
2023$29,384 · 0.54%
2022$26,260 · 0.47%
Same employer
Similar plansHealth Care & Social Assistance · Pennsylvania
Kids Count, Inc. PA$6.7M · 0.03%
Firetree LTD. PA$6.5M · 0.05%
North, Inc. PA$6.4M · 0.68%
Adsc Holdings, Inc. PA$6.3M · 0.82%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 231669589 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.