How big is Historic Hudson Valley's plan?

Historic Hudson Valley's plan reported $9.6M in assets and 53 participants for 2025.

Original filing (PDF)20260519082848NAL0001213778001

Historic Hudson Valley

Name: Historic Hudson Valley — Historic Hudson Valley, Form 5500 (2025)
Creator: Historic Hudson Valley
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Historic Hudson Valley 401(k) Plan

401(k) retirement plan · Historic Hudson Valley's Historic Hudson Valley 401(k) Plan held $9.6M in plan assets for 53 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.6M

Net assets (EOY)

$9.6M

People on this filing

Naran Jallim signed Historic Hudson Valley's 2025 Form 5500 as plan administrator.

Naran Jallim — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Historic Hudson Valley's EIN is 13-1692606.

EIN 13-1692606

Plan number 003

Plan year 2025

ACK ID 20260519082848NAL0001213778001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Historic Hudson Valley from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Historic Hudson Valley's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score