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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

UPPER VALLEY HAVEN, INC. 401(k) Plan

What public Form 5500 filings show about the UPPER VALLEY HAVEN, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$673K
Participants
60
Plans on file
1

The UPPER VALLEY HAVEN, INC. 401(k) on its latest Form 5500

UPPER VALLEY HAVEN, INC. (EIN 03-0277908) reports UPPER VALLEY HAVEN, INC. 403(B) PLAN on its most recent Form 5500, with $673K in plan assets across 60 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 UPPER VALLEY HAVEN, INC. filing — schedules, fees, and providers.

Who runs the UPPER VALLEY HAVEN, INC. 401(k)?

UPPER VALLEY HAVEN, 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 UPPER VALLEY HAVEN, INC.HR for the recordkeeper’s name and login.

How to check your UPPER VALLEY HAVEN, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask UPPER VALLEY HAVEN, 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).
More on this employer: UPPER VALLEY HAVEN, INC. — all Form 5500 filings (EIN 03-0277908) · Vermont employer EIN lookup · Form 5500 search
UPPER VALLEY HAVEN, INC. 401(k) Plan — Form 5500