Bristol Valley Associates LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Bristol Valley Associates LLC
  • Sponsor EIN: 923858419
  • Sponsor Address: 6395 VINCENT HILL RD, CANANDAIGUA, NY, 14424
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $122,699

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$122,699$60,000$0

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