Plan Snapshot
- Plan Sponsor: Hudson Valley Lighting INC
- Sponsor EIN: 141794056
- Sponsor Address: 151 AIRPORT DR, WAPPINGERS FALLS, NY, 125906161
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $7.0M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 170 | $7.0M | $340,807 | $659,066 |
| 2023 | 175 | $5.4M | $305,117 | $591,457 |
| 2022 | 158 | $4.5M | $290,916 | $533,406 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $2,728 | $848 | $1,020 | — | — |
| 2023 | $3,448 | $669 | $1,919 | — | — |
| 2022 | $2,426 | $546 | $1,880 | — | — |