Plan Snapshot
- Plan Sponsor: Tri-Valley, INC.
- Sponsor EIN: 042594201
- Sponsor Address: 10 MILL STREET, DUDLEY, MA, 015713377
- Plan Type: 403(b)
- Plan Number: 002
- Total Participants: 245
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- 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. |
|---|
| 2023 | 245 | $4.6M | $596 | $296,532 |
| 2022 | 222 | $4.1M | $0 | $305,822 |