Plan Snapshot
- Plan Sponsor: Jefferson Valley Operations, INC.
- Sponsor EIN: 824603963
- Sponsor Address: LEE BOULEVARD, JEFFERSON VALLEY, NY, 10535
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $11.8M
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 | 151 | $11.8M | $51,980 | $544,840 |
| 2023 | 134 | $10.9M | $44,381 | $480,507 |
| 2022 | 141 | $10.2M | $43,446 | $445,617 |
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 |
|---|---|---|---|---|
| MSPC CERTIFIED PUBLIC ACCOUNTANTS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MSPC CERTIFIED PUBLIC ACCOUNTANTS — 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 | $41,741 | $39,101 | $2,640 | — | — |
| 2023 | $37,939 | $35,644 | $2,295 | — | — |
| 2022 | $47,587 | $39,274 | $8,313 | — | — |