Cedar Crest College Dc And Tda Retirement Plan — Form 5500 plan (Cedar Crest College)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cedar Crest College Dc And Tda Retirement Plan is a benefit plan reported by Cedar Crest College under EIN 23-1365953 and plan number 001. The latest loaded filing year is 2023. The filing reports 809 participants and $49,581,651 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$49.6MPlan net assets, end of year$49,581,651
Participants809Covered participants reported
Assets / participant$61.3KComputed: assets ÷ participants$61,288 (computed)
Provider compensation$40.6K2 Schedule C provider row(s)$40,573
Plan sponsor
Cedar Crest College
EIN
23-1365953
Plan number
001
Plan type
2
Location
Allentown, PA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    809 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$49.6M total assets
Net assets$49.6MLiabilities$0
Money in vs. money out
Total income / additions$8M
Total expenses$2.8M
Benefits paid / distributions$2.8M
Contributions
Employer$564.4K
Participant$902.6K
Full reported line items

Net assets

Total assets (EOY)
$49,581,651
Total liabilities (EOY)
$0
Net assets (EOY)
$49,581,651
Net assets (BOY)
$44,404,800

Income & contributions

Employer contributions
$564,396
Participant contributions
$902,613
Total contributions
$1,661,858
Total income / additions
$7,981,975

Expenses & distributions

Benefits paid
$2,764,851
Administrative expenses
$40,273
Total expenses
$2,805,124
Net increase / (decrease)
$5,176,851
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $25.2K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $15.4K

Related Form 5500 pages