Adapt Of The Hudson Valley, Inc. 401(k) Plan
Sponsored by Adapt Of The Hudson Valley, Inc. · EIN 862864372 · Plan #001
- Total assets
- $6.3M
- Net assets
- $6.3M
- Active participants
- 652
- With balances
- 561
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plan Admin Service | Recordkeeping, Custodial (other), Distribution (12b-1) fees | $39,845 |
| Focused Wealth Management | Trustee (institutional) | $7,825 |