Buffalo Valley, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Buffalo Valley, INC.
  • Sponsor EIN: 581374964
  • Sponsor Address: 415 PARK AVENUE SOUTH, HOHENWALD, TN, 384620879
  • Plan Type: 401(k)
  • Total Participants: 155
  • Total Assets: $7.6M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2025155$7.6M$0$0
2024152$6.8M$0$0
2023143$5.7M$0$0

Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

Provider Name Role Direct Compensation Indirect Compensation Total Fees
BLANKENSHIP CPA GROUP, LLCAuditor$0

Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

  • Total Service Provider Fees: $0

Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

Year Total Admin Expenses Investment Mgmt Fees Contract Admin Fees IQPA Audit Fees Professional Fees
2025$65,265$788$64,477
2024$79,164$4,855$52,337
2023$24,567-$1,291$25,858

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