· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
HAPPY IN THE VALLEY, LLC — HAPPY IN THE VALLEY, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250411114237NAL0026118433001
HAPPY IN THE VALLEY, LLC
Form 5500-SF
FILING_RECEIVED
HAPPY IN THE VALLEY, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
121
Accounts w/ balance
74
Plan assets (EOY)
$773K
Net assets (EOY)
$773K
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HAPPY IN THE VALLEY, LLC
.
Find decision makers
Plan sponsor
Name
HAPPY IN THE VALLEY, LLC
EIN
81-1573283
Address
670 GRAYS WOODS BOULEVARD · PORT MATILDA, PA · 16870
Phone
(814) 954-7594
Industry
Retail Trade
see all
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
2025-04-11
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
TRI-COUNTY PRODUCE CO., LTD
TRI-COUNTY PRODUCE CO., LTD 401(K) PROFIT SHARING PLAN
$774K · 10 participants
WILLAMETTE VALLEY WINERIES ASS
WILLAMETTE VALLEY WINERIES ASS 401(K) PROFIT SHARING PLAN & TRUST
$776K · 4 participants
PHISTON TECHNOLOGIES INC
PHISTON TECHNOLOGIES INC 401(K) PROFIT SHARING PLAN & TRUST
$768K · 21 participants
NAJARIAN FURNITURE CO INC
NAJARIAN FURNITURE COMPANY, IN 401(K) PROFIT SHARING PLAN & TRUST
$780K · 16 participants
KRABOT
80
Knocking points off
No independent qualified public accountant (IQPA) named.
61% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
KRABOT 401(K) P/S PLAN
$781K · 12 participants
BANTA MANAGEMENT SERVICES INC
BANTA MANAGEMENT SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST
$766K · 412 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
