Original filing (PDF)20250430102027NAL0003594290001

CONCHO VALLEY COMMUNITY ACTION AGENCY

Name: CONCHO VALLEY COMMUNITY ACTION AGENCY — THE CONCHO VALLEY COMMUNITY ACTION AGENCY 401(K) PLAN & TRUST, Form 5500 (2024)
Creator: CONCHO VALLEY COMMUNITY ACTION AGENCY

Form 5500-SF

FILING_RECEIVED

THE CONCHO VALLEY COMMUNITY ACTION AGENCY 401(K) PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$842K

Net assets (EOY)

$839K

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 CONCHO VALLEY COMMUNITY ACTION AGENCY.

Plan sponsor

Name

CONCHO VALLEY COMMUNITY ACTION AGENCY

EIN

75-1227772

Address

PO BOX 671 · SAN ANGELO, TX · 769020671

Phone

(325) 653-2411

Industry

Health Care & Social Assistancesee 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

2025-04-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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