Original filing (PDF)20251015150006NAL0002622179001

VALDIVIA TRUCKING

Name: VALDIVIA TRUCKING — VALDIVIA TRUCKING 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: VALDIVIA TRUCKING

Form 5500-SF

FILING_RECEIVED

VALDIVIA TRUCKING 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$210K

Net assets (EOY)

$155K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VALDIVIA TRUCKING.

Plan sponsor

Name

VALDIVIA TRUCKING

EIN

74-3222010

Address

254 COLGAN AVENUE · SANTA ROSA, CA · 95404

Phone

(707) 836-4124

Industry

Transportation & Warehousingsee 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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

OCEAN DSP LLC

OCEAN DSP LLC 401(K) PLAN

$210K · 38 participants

ELLSWORTH INDUSTRIES INC

ELLSWORTH INDUSTRIES INC. 401(K) PLAN

$210K · 12 participants

DOWD DELIVERIES

DOWD DELIVERIES 401(K) PLAN

$210K · 127 participants

WI ROUTES, INC

WI ROUTES, INC 401(K) PLAN

$209K · 24 participants

M AND S ENTERPRISE LLC

M AND S ENTERPRISE LLC 401(K) PLAN

$209K · 89 participants