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Original filing (PDF)20250414171916NAL0000942963001
LENAPE VALLEY FOUNDATION
Form 5500
FILING_RECEIVED
LENAPE VALLEY FOUNDATION 403B PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
232
Accounts w/ balance
301
Plan assets (EOY)
$9.9M
Net assets (EOY)
$9.9M
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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LENAPE VALLEY FOUNDATION.
Plan sponsor
Name
LENAPE VALLEY FOUNDATION
EIN
23-1914438
Address
500 NORTH WEST STREET · DOYLESTOWN, PA · 18901
Phone
(215) 345-5300
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-14
Pension benefit codes
2L · 403(b)(1) annuity
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | 84-0467907 | GREENWOOD VILLAGE, CO | CUSTODIAN OF ASSETS | $24K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | ALISO VIEJO, CA | ADVISOR | $22K | — |
| NFP CORPORATE SERVICES (PA) INC | 13-4096969 | WARRINGTON, PA | ADVISORY, TPA | $6K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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