Retirement plan

DISCOVER LEHIGH VALLEY 401(K) PLAN

Name: DISCOVER LEHIGH VALLEY - DISCOVER LEHIGH VALLEY 401(K) PLAN (2025) Form 5500
Creator: DISCOVER LEHIGH VALLEY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DISCOVER LEHIGH VALLEY 401(K) PLAN, DISCOVER LEHIGH VALLEY

DISCOVER LEHIGH VALLEYEIN 23-2327944Plan #001PY 2025

1250 SIMON BLVD, K102 - EASTON, PA 18042610-810-1676discoverlehighvalley.comLinkedIn11-50 employeesleisure, travel & tourism

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$739K

+31.7% from 2024

Total participants

0.0% from 2024

Average account balance

$67,145

+31.7% from 2024

Annual return

18.52%

+3.46 pp from 2024

Benchmarks

See 3,523 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort3,523 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$739K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$67K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.52%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1195

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G2J2F3D2T2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$13K

$1878 / participant

Other / not subdivided$13K100.0%

% of EOY assets

1.780%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$67,145

$167,030-59.8%

$135,768-50.5%

$155,188-56.7%

Participation rate

100.0%

76.2%+23.8pp

71.1%+28.9pp

80.8%+19.2pp

Annual return

18.52%

678.39%-659.9pp

526.10%-507.6pp

148.84%-130.3pp

Employer contribution / active EE

$5,924

$4,132+43.4%

$3,394+74.5%

$4,248+39.5%

Participant deferral / active EE

$5,483

$4,528+21.1%

$3,977+37.9%

$6,531-16.0%

Admin fee / account holder

$1,195

$8,172-85.4%

$7,048-83.0%

$14,480-91.7%

DISCOVER LEHIGH VALLEY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DISCOVER LEHIGH VALLEY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion