Original filing (PDF)20250612130810NAL0014821187001

HAWTHORNE VALLEY ASSOCIATION (PENSION)

Name: HAWTHORNE VALLEY ASSOCIATION (PENSION) — HAWTHORNE VALLEY ASSOCIATION RETIREMENT PLAN, Form 5500 (2023)
Creator: HAWTHORNE VALLEY ASSOCIATION (PENSION)

Form 5500-SF

FILING_RECEIVED

HAWTHORNE VALLEY ASSOCIATION RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

119

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HAWTHORNE VALLEY ASSOCIATION (PENSION).

Plan sponsor

Name

HAWTHORNE VALLEY ASSOCIATION (PENSION)

EIN

13-2722428

Address

327 ROUTE 21C · GHENT, NY · 12075

Phone

(518) 672-4465

Industry

Educational Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-06-12

Pension benefit codes

2L · 403(b)(1) annuity

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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