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 (directional)

/ 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

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HISTORIC HUDSON VALLEY.

Plan sponsor

Name

HISTORIC HUDSON VALLEY

EIN

13-1692606

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

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