How big is Happy in the Valley, LLC's plan?

Happy in the Valley, LLC's plan reported $773K in assets and 121 participants for 2024.

Original filing (PDF)20250411114237NAL0026118433001

Happy in the Valley, LLC

Name: Happy in the Valley, LLC — Happy in the Valley, LLC, Form 5500 (2024)
Creator: Happy in the Valley, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Happy in the Valley, LLC 401(k) Plan

401(k) retirement plan · Happy in the Valley, LLC's Happy in the Valley, LLC 401(k) Plan held $773K in plan assets for 121 participants in 2024.

Signals · 1

No auditor on file

Active participants

121

Accounts w/ balance

Plan assets (EOY)

$773K

Net assets (EOY)

$773K

People on this filing

David Matthew Patterson signed Happy in the Valley, LLC's 2024 Form 5500 as plan administrator.

David Matthew Patterson — 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

Happy in the Valley, LLC's EIN is 81-1573283.

EIN 81-1573283

Plan number 001

Plan year 2024

ACK ID 20250411114237NAL0026118433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Happy in the Valley, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Happy in the Valley, LLC'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 HAPPY IN THE VALLEY, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score