# Hudson Valley Credit Union 401(k) Plan
Source: https://planprovider.pro/companies/hudson-valley-credit-union-401k-plan

> Hudson Valley Credit Union's 401(k) plan: 951 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Hudson Valley Credit Union

- **Sponsor EIN:** 141471439

- **Sponsor Address:** 137 BOARDMAN ROAD, POUGHKEEPSIE, NY, 126034821

- **Plan Type:** 401(k)

- **Total Participants:** 951

- **Total Assets:** $93.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|951|$93.5M|$4.1M|$5.8M|

| 2023|914|$78.6M|$2.7M|$4.6M|

| 2022|836|$64.1M|$2.1M|$3.6M|

## 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|

| HUDSON VALLEY CREDIT UNION|OTHER SERVICES|—|$42,812|$42,812|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$40,712|—|$40,712|

| CLIFTONLARSONALLEN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CLIFTONLARSONALLEN, LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $83,524

- **Estimated Expense Ratio:** 0.089% of plan assets

### 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|

| 2024|$40,713|—|$40,713|—|—|

| 2023|$34,889|—|$34,889|—|—|

| 2022|$33,983|—|$33,983|—|—|

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