ADAPT OF THE HUDSON VALLEY, INC. 401(k) Plan
What public Form 5500 filings show about the ADAPT OF THE HUDSON VALLEY, INC. 401(k) plan — and how to find and check your own account.
The ADAPT OF THE HUDSON VALLEY, INC. 401(k) on its latest Form 5500
ADAPT OF THE HUDSON VALLEY, INC. (EIN 86-2864372) reports ADAPT OF THE HUDSON VALLEY, INC. 401(K) PLAN on its most recent Form 5500, with $3.2M in plan assets across 525 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full ADAPT OF THE HUDSON VALLEY, INC. filing — schedules, fees, and providers.
Who runs the ADAPT OF THE HUDSON VALLEY, INC. 401(k)?
ADAPT OF THE HUDSON VALLEY, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask ADAPT OF THE HUDSON VALLEY, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FOCUSED WEALTH MANAGEMENT, BENEFIT PLAN ADMIN SERVICE.
How to check your ADAPT OF THE HUDSON VALLEY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ADAPT OF THE HUDSON VALLEY, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).