Tri-Valley, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Tri-Valley, INC.
  • Sponsor EIN: 042594201
  • Sponsor Address: 10 MILL STREET, DUDLEY, MA, 015713377
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 162
  • Total Assets: $6.4M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023162$6.4M$422,954$0
2022142$5.7M$375,799$0

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