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Original filing (PDF)20250916132457NAL0001998065002
LEHIGH VALLEY HEALTH NETWORK, INC.
Form 5500
FILING_RECEIVED
LEHIGH VALLEY HEALTH NETWORK, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,854
Accounts w/ balance
3,491
Plan assets (EOY)
$198.7M
Net assets (EOY)
$198.7M
How this plan invests
This plan
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEHIGH VALLEY HEALTH NETWORK, INC..
Plan sponsor
Name
LEHIGH VALLEY HEALTH NETWORK, INC.
EIN
22-2458317
Address
P O BOX 1870 · ALLENTOWN, PA · 18103
Phone
(484) 884-3186
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES COMPANY | 51-0396365 | — | NONE | $297K | — |
Investments
25 direct securities· $198.7M(100% of reported assets)
Uncategorized
$175.3M
24 holdings
Mutual Funds
$23.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard INSTL IDX INSTL PLUS N/R | Mutual Funds | — | — | $23.4M | 11.8% | |
| Vanguard EXT MKT IDX INST PLUS N/R | — | — | — | $20.4M | 10.3% | |
| T Rowe T ROWE PRICE INSTL LG CP GRWTH N/R | — | — | — | $18.2M | 9.1% | |
| Vanguard TOTAL BD MKTS IDX INT N/R | — | — | — | $16.0M | 8.1% | |
| Dodge & Cox DODGE & COX STOCK X N/R | — | — | — | $12.7M | 6.4% | |
| Vanguard TGT RTMT 2045 N/R | — | — | — | $11.0M | 5.6% | |
| Vanguard TGT RTMT 2035 N/R | — | — | — | $10.7M | 5.4% | |
| Vanguard TGT RTMT 2030 N/R | — | — | — | $9.6M | 4.8% | |
| American Funds AMERICAN EUROPACIFIC GROWTH R6 N/R | — | — | — | $8.7M | 4.4% | |
| Vanguard TOT INTL STOCK INST N/R | — | — | — | $8.7M | 4.4% | |
| Vanguard TGT RTMT 2025 N/R | — | — | — | $8.2M | 4.1% | |
| Vanguard TGT RTMT 2050 N/R | — | — | — | $7.9M | 4.0% | |
| Vanguard TGT RTMT 2040 N/R | — | — | — | $7.8M | 3.9% | |
| Vanguard FED MONEY MARKET INV N/R | — | — | — | $6.1M | 3.1% | |
| Vanguard TGT RTMT 2055 N/R | — | — | — | $5.3M | 2.7% | |
| Self-Directed Brokerage Account Schwab Funds SCHWAB PCRA N/R | — | — | — | $5.0M | 2.5% | |
| PGIM Funds (Prudential) PGIM INVEST TOTAL RET BOND R6 N/R | — | — | — | $4.3M | 2.2% | |
| PIMCO INFL RESP MULTIASST INST N/R | — | — | — | $3.2M | 1.6% | |
| Vanguard TGT RTMT 2020 N/R | — | — | — | $2.9M | 1.5% | |
| Vanguard TGT RTMT INC N/R | — | — | — | $2.5M | 1.3% | |
| Vanguard TGT RTMT 2060 N/R | — | — | — | $2.0M | 1.0% | |
| Collective Trust fund Invesco Funds INVESCO STABLE VALUE CLASS B1 N/R | — | — | — | $1.6M | 0.8% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | — | — | — | $1.6M | 0.8% | |
| Vanguard TARGET RETIRE 2065 N/R | — | — | — | $731K | 0.4% | |
| Vanguard TARGET RET 2070 N/R | — | — | — | $267K | 0.1% |