Original filing (PDF)20240506120940NAL0023462387001

HISTORIC HUDSON VALLEY

Name: HISTORIC HUDSON VALLEY — HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN, Form 5500 (2023)
Creator: HISTORIC HUDSON VALLEY

Form 5500-SF

FILING_RECEIVED

HISTORIC HUDSON VALLEY RETIREMENT INCOME PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HISTORIC HUDSON VALLEY.

Plan sponsor

Name

HISTORIC HUDSON VALLEY

EIN

13-1692606all filings

Address

639 BEDFORD ROAD · POCANTICO HILLS, NY · 10591

Phone

(914) 631-8200

Industry

Arts, Entertainment, Recreationsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-01

Filed

2024-05-06

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

Related plans

Similar-size Arts, Entertainment, Recreation plans

CORNING MUSEUM OF GLASS

CORNING MUSEUM OF GLASS PENSION PLAN

LITTLE RAYS REPTILE ZOO US LLC

LITTLE RAYS REPTILE ZOO US LLC 401(K) PROFIT SHARING PLAN & TRUST

$0 · 9 participants

REBUILD FOUNDATION

ERIE CANAL MUSEUM

ERIE CANAL MUSEUM 403(B) PLAN

THE J. PAUL GETTY TRUST

THE J. PAUL GETTY TRUST RETIREMENT PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.