How big is Pleasant Valley Trailers' plan?

Pleasant Valley Trailers' plan reported $6.4M in assets and 139 participants for 2024.

Original filing (PDF)20251027180936NAL0006042817001

Pleasant Valley Trailers

Name: Pleasant Valley Trailers — Pleasant Valley Trailers, Form 5500 (2024)
Creator: Pleasant Valley Trailers
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Pleasant Valley Trailers Retirement Plan

401(k) retirement plan · Pleasant Valley Trailers' Pleasant Valley Trailers Retirement Plan held $6.4M in plan assets for 139 participants in 2024, with Empower as recordkeeper.

Active participants

139

Accounts w/ balance

163

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan identifiers

Pleasant Valley Trailers' EIN is 30-0389878.

EIN 30-0389878

Plan number 001

Plan year 2024

ACK ID 20251027180936NAL0006042817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pleasant Valley Trailers from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

PLEASANT VALLEY TRAILERS

EIN

all filings

Address

PO BOX 395 · SUGARCREEK, OH · 44681

Phone

(330) 852-4811

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$32K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$4K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

23 direct securities· $6.2M(98% of reported assets)

Mutual Funds

$5.4M

17 holdings

Common Collective Trusts

$765K

2 holdings

Other securities

$44K

3 holdings

Stable Value

$4K

1 holding

					% of plan
American Funds American Funds 2060 Trgt Date Retire R6	Mutual Funds	—	—	$1.1M	17.7%
American Funds American Funds 2055 Trgt Date Retire R6	Mutual Funds	—	—	$1.1M	16.9%
American Funds American Funds 2035 Trgt Date Retire R6	Mutual Funds	—	—	$625K	9.8%
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$602K	9.4%
American Funds American Funds 2050 Trgt Date Retire R6	Mutual Funds	—	—	$556K	8.7%
American Funds American Funds 2030 Trgt Date Retire R6	Mutual Funds	—	—	$502K	7.9%
American Funds American Funds 2040 Trgt Date Retire R6	Mutual Funds	—	—	$368K	5.8%
American Funds American Funds 2045 Trgt Date Retire R6	Mutual Funds	—	—	$337K	5.3%
American Funds American Funds 2020 Trgt Date Retire R6	Mutual Funds	—	—	$317K	5.0%
Fidelity Investments Fidelity Total Market Index	Common Collective Trusts	—	—	$163K	2.5%
American Funds American Funds 2070 Trgt Date Retire R6	Mutual Funds	—	—	$153K	2.4%
Fidelity Investments Fidelity International Index	Mutual Funds	—	—	$142K	2.2%
Fidelity Investments Fidelity Small Cap Index	Mutual Funds	—	—	$96K	1.5%
Fidelity Investments Fidelity US Bond Index	Mutual Funds	—	—	$35K	0.5%
BlackRock IShares Russell Mid-Cap Index K	Other securities	—	—	$34K	0.5%
American Funds American Funds 2025 Trgt Date Retire R6	Mutual Funds	—	—	$27K	0.4%
American Funds American Funds Capital Inc Bldr R6	Mutual Funds	—	—	$21K	0.3%
American Funds American Funds New Perspective R6	Mutual Funds	—	—	$18K	0.3%
Fidelity Investments Fidelity Advisor Total Bond Z	Mutual Funds	—	—	$11K	0.2%
JP Morgan JPMorgan Equity Income R6	Other securities	—	—	$7K	0.1%
Fidelity Investments Fidelity Advisor Small Cap Value Z	Mutual Funds	—	—	$7K	0.1%
Empower Annuity Insurance Company Putnam Stable Value Fund SA	Stable Value	—	—	$4K	<0.1%
BlackRock 20/80 Target Allocation	Other securities	—	—	$3K	<0.1%