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.
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.
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.
