Medical Associates of the Lehigh Valley 401(k) match, vesting and fees
What Medical Associates of the Lehigh Valley's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Cherry Bekaert LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 2,291 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Medical Associates of the Lehigh Valley: employer contribution per participant | $4,504 | |
| Peer median | $1,440 |
| Medical Associates of the Lehigh Valley: average balance | $223,574 | |
| Peer median | $38,351 |
| Medical Associates of the Lehigh Valley: admin expenses ÷ assets | 0.04% | |
| Peer median | 0.47% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $40M at the end of plan year 2021 to $49.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 251 | $49.4M | $995K | $4,504 | 0.04% | Not published | Form 5500 ↗ |
| 2024 | 231 | $41.8M | $956K | $4,686 | 0.04% | Not published | Form 5500 ↗ |
| 2023 | 230 | $39.4M | $954K | $4,522 | 0.05% | Not published | Form 5500 ↗ |
| 2022 | 224 | $35M | $844K | $4,039 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 228 | $40M | $795K | $3,839 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Medical Associates of the Lehigh Valley match 401(k) contributions?
The match terms for the Medical Associates of the Lehigh Valley PC Retirement & Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $995K in employer contributions, about $4,504 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Medical Associates of the Lehigh Valley 401(k) match vested?
The vesting schedule for the Medical Associates of the Lehigh Valley PC Retirement & Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Medical Associates of the Lehigh Valley 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Medical Associates of the Lehigh Valley, P.C..
I left Medical Associates of the Lehigh Valley. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Medical Associates of the Lehigh Valley, P.C., (610) 973-1400) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Medical Associates of the Lehigh Valley old 401(k) page lists the contacts from every plan filing. Find an old Medical Associates of the Lehigh Valley 401(k)
Data from the public Form 5500 annual reports Medical Associates of the Lehigh Valley filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Medical Associates of the Lehigh Valley. Not financial advice. Report a correction · Methodology