Plan Snapshot
- Plan Sponsor: Huntingdon Valley Bank
- Sponsor EIN: 230718025
- Sponsor Address: 2005 SOUTH EASTON RD., DOYLESTOWN, PA, 18901
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 0 | $2.5M | $0 | $0 |
| 2023 | 0 | $3.2M | $92,704 | $0 |
| 2022 | 100 | $4.9M | $41,927 | $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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | — | — | $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 | $2,413,301 | — | — | — | — |
| 2024 | $2,466 | — | — | — | — |
| 2023 | $190 | — | — | — | — |
| 2022 | $62,655 | — | — | — | — |