Plan Snapshot
- Plan Sponsor: Pleasant Valley Homes, INC.
- Sponsor EIN: 331080091
- Sponsor Address: 100 HAMMERSMITH DRIVE, PINE GROVE, PA, 17963
- Plan Type: 401(k)
- Total Participants: 179
- Total Assets: $3.1M
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 | 179 | $3.1M | $0 | $235,624 |
| 2023 | 180 | $2.7M | $0 | $233,216 |
| 2022 | 177 | $2.3M | $0 | $211,094 |
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 |
|---|---|---|---|---|
| YOUNG, OAKES, BROWN & CO. P.C. | 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 |
|---|---|---|---|---|---|
| 2024 | $15,230 | $11,505 | $3,725 | — | — |
| 2023 | $11,521 | $9,549 | $1,972 | — | — |
| 2022 | $11,394 | $10,277 | $1,117 | — | — |