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HOUSATONIC VALLEY ASSOCIATION, INC. — HOUSATONIC VALLEY ASSOCIATION 403(B), Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250710125911NAL0015142226001
HOUSATONIC VALLEY ASSOCIATION, INC.
Form 5500-SF
FILING_RECEIVED
HOUSATONIC VALLEY ASSOCIATION 403(B)
Defined-contribution retirement plan
Active participants
18
Accounts w/ balance
26
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HOUSATONIC VALLEY ASSOCIATION, INC.
.
Find decision makers
Plan sponsor
Name
HOUSATONIC VALLEY ASSOCIATION, INC.
EIN
06-6049295
Address
150 KENT ROAD · POST OFFICE BOX 28 · CORNWALL BRIDGE, CT · 06754
Phone
(860) 672-6678
Industry
Agriculture, Forestry, Fishing, Hunting
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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