Plan Snapshot
- Plan Sponsor: Tri-Valley Plumbing & Heating, INC.
- Sponsor EIN: 141742213
- Sponsor Address: 2617 HAMBURG ST., SCHENECTADY, NY, 12303
- Plan Type: 401(k)
- Total Participants: 30
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 30 | $3.3M | $127,484 | $235,114 |
| 2023 | 27 | $3.0M | $118,912 | $202,437 |
| 2022 | 28 | $2.5M | $69,909 | $204,581 |