Plan Snapshot
- Plan Sponsor: Hudson Valley Staff, Ltd. Dba Acadia Hr
- Sponsor EIN: 141725479
- Sponsor Address: 2 SPENCER DRIVE, RED HOOK, NY, 12571
- Plan Type: 401(k)
- Total Participants: 238
- Total Assets: $8.4M
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 | 238 | $8.4M | $328,488 | $934,851 |
| 2023 | 477 | $10.2M | $211,964 | $878,769 |
| 2022 | 338 | $7.9M | $358,416 | $1.1M |
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 |
|---|---|---|---|---|
| AAFCPAS, INC. | Auditor | $30,284 | — | $30,284 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,284
- Estimated Expense Ratio: 0.359% 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 | $138,289 | $33,471 | $34,523 | $30,284 | — |
| 2023 | $140,321 | $26,922 | $113,399 | — | — |
| 2022 | $108,389 | — | $108,389 | — | — |