Original filing (PDF)20251010082008NAL0007365153001

COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY, INC.

Name: COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY, INC. — 401(K) PROFIT SHARING PLAN OF COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY, INC., Form 5500 (2024)
Creator: COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY, INC.

Form 5500

FILING_RECEIVED

401(K) PROFIT SHARING PLAN OF COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY, INC.

401(k) retirement plan

Signals · 2

Late participant contributions26% in single holding

Active participants

104

Accounts w/ balance

134

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

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

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 15K (3% of contributions).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY, INC..

Plan sponsor

Name

COMMUNITY ACTION COMMITTEE OF THE LEHIGH VALLEY, INC.

EIN

23-1669589

Address

1337 E 5TH ST · BETHLEHEM, PA · 18015

Phone

(610) 691-5620

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP	23-1945930	—	RECORDKEEPER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL	04-3046611	—	INVESTMENT ADVISOR	$10K	—

TPA / Administrator

Investments

25 direct securities· $6.4M(100% of reported assets)

					% of plan
Vanguard Target Retirement 2025 Fund	Other securities	—	—	$1.6M	25.6%
Vanguard Target Retirement 2030 Fund	Other securities	—	—	$874K	13.6%
Vanguard Target Retirement Income Fund	Other securities	—	—	$619K	9.6%
Vanguard 500 Index Adm	Other securities	—	—	$455K	7.1%
Vanguard Target Retirement 2045 Fund	Other securities	—	—	$366K	5.7%
Vanguard Target Retirement 2050 Fund	Other securities	—	—	$357K	5.6%
Vanguard Target Retirement 2035 Fund	Other securities	—	—	$317K	4.9%
Vanguard Target Retirement 2055 Fund	Other securities	—	—	$235K	3.7%
Vanguard Growth Index Adm	Other securities	—	—	$228K	3.6%
Vanguard Small-Cap Index Adm	Other securities	—	—	$200K	3.1%
Vanguard Mid-Cap Growth Index Adm	Other securities	—	—	$158K	2.5%
T. Rowe Price Blue Chip Growth I	Other securities	—	—	$156K	2.4%
Vanguard Target Retirement 2020 Fund	Other securities	—	—	$152K	2.4%
Vanguard Mid-Cap Value Index Adm	Other securities	—	—	$137K	2.1%
Participants	Other securities	—	—	$112K	1.7%
Vanguard Target Retirement 2040 Fund	Other securities	—	—	$94K	1.5%
Vanguard Value Index Adm	Other securities	—	—	$82K	1.3%
Vanguard Target Retirement 2060 Fund	Other securities	—	—	$64K	1.0%
Vanguard Total Intl Stock Index Adm	Other securities	—	—	$48K	0.7%
American Funds American Balanced R6	Other securities	—	—	$38K	0.6%
Putnam Stable Value Fund 25bps	Other securities	—	—	$34K	0.5%
PGIM High Yield R6	Other securities	—	—	$17K	0.3%
Fidelity Advisor Total Bond Z	Other securities	—	—	$9K	0.1%
Vanguard Mid Cap Index Adm	Other securities	—	—	$4K	<0.1%
Vanguard Target Retirement 2065 Fund	Other securities	—	—	$2K	<0.1%