· 2022–2024 · DOL EFAST2

HUDSON VALLEY ESTATE MANAGEMENT — HUDSON VALLEY ESTATE MANAGEMENT LLC 401K PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250719190628NAL0001292675001

HUDSON VALLEY ESTATE MANAGEMENT

Form 5500-SF

FILING_RECEIVED

HUDSON VALLEY ESTATE MANAGEMENT LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

17

Accounts w/ balance

16

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

37

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

HUDSON VALLEY ESTATE MANAGEMENT

EIN

85-3419702

Address

28 OLD ROCK CITY RD · RHINEBECK, NY · 12572

Phone

(845) 702-1109

Industry

Real Estatesee 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

2025-07-19

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

WESTERN ENVIRONMENTAL EQUIPMENT

WESTERN ENVIRONMENTAL EQUIPMENT 401(K)

$12K · 6 participants

CBL HOLDINGS, LLC

THE CRIS LOPEZ CFA, LLC 401(K) PLAN

$12K · 16 participants

UNICUS DEVELOPMENTS, LLC

UNICUS DEVELOPMENTS CASH BALANCE PLAN

$12K · 4 participants

ROWAN ROCK & TIMBER

ROWAN ROCK & TIMBER 401(K) PLAN

$12K · 4 participants

TRUE TITLE PARTNERS HOUSTON, LLC

TRUE TITLE PARTNERS HOUSTON 401(K) PLAN

$12K · 4 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.