How big is AAA Hudson Valley's plan?

AAA Hudson Valley's plan reported $3.3M in assets and 63 participants for 2025.

Original filing (PDF)20260413092734NAL0016886929001

AAA Hudson Valley

Name: AAA Hudson Valley — AAA Hudson Valley 401(k) Profit, Form 5500 (2025)
Creator: AAA Hudson Valley
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AAA Hudson Valley 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · AAA Hudson Valley's AAA Hudson Valley 401(k) Profit Sharing Plan & Trust held $3.3M in plan assets for 63 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

NONA HEIL signed AAA Hudson Valley's 2025 Form 5500 as plan administrator.

NONA HEIL — 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

AAA Hudson Valley's EIN is 14-0461250.

EIN 14-0461250

Plan number 002

Plan year 2025

ACK ID 20260413092734NAL0016886929001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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