Buffalo Valley 401(k) match, vesting and fees
What Buffalo Valley's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Transamerica Financial Life Insuran | Schedule C ↗ |
| Independent auditor | Blankenship Cpa Group, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 7,678 defined-contribution plans in health care and social assistance with 100 to 499 participants.
| Buffalo Valley: employer contribution per participant | $2,695 | |
| Peer median | $1,468 |
| Buffalo Valley: average balance | $38,285 | |
| Peer median | $37,786 |
| Buffalo Valley: admin expenses ÷ assets | 0.91% | |
| Peer median | 0.39% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5.4M at the end of plan year 2021 to $7.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 198 | $7.6M | $534K | $2,695 | 0.91% | Not published | Form 5500 ↗ |
| 2023 | 179 | $6.8M | $465K | $2,600 | 1.27% | Not published | Form 5500 ↗ |
| 2022 | 174 | $5.7M | $440K | $2,526 | 0.44% | Not published | Form 5500 ↗ |
| 2021 | 177 | $5.4M | $325K | $1,836 | 1.34% | Not published | Form 5500 ↗ |
Common questions
Does Buffalo Valley match 401(k) contributions?
The match terms for the Retirement Plan for the Employees of Buffalo Valley, Inc. have not been published from its filing yet. The plan year 2024 filing reports $534K in employer contributions, about $2,695 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Buffalo Valley 401(k) match vested?
The vesting schedule for the Retirement Plan for the Employees of Buffalo Valley, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Buffalo Valley 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Financial Life Insuran. The plan administrator is Buffalo Valley, Inc..
I left Buffalo Valley. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Buffalo Valley, Inc., (615) 796-5427) or the recordkeeper, Transamerica Financial Life Insuran. The Buffalo Valley old 401(k) page lists the contacts from every plan filing. Find an old Buffalo Valley 401(k)
Data from the public Form 5500 annual reports Buffalo Valley filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Buffalo Valley. Not financial advice. Report a correction · Methodology