# Jefferson Valley Operations, INC. 401(k) Plan
Source: https://planprovider.pro/companies/jefferson-valley-operations-inc-401k-plan

> Jefferson Valley Operations, INC.'s 401(k) plan: 151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/mspc-certified-public-accountants-and) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/jefferson-valley-operations-inc-401k-plan)

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