Back to filter
Original filing (PDF)20251125112857NAL0003283649001
WEST VALLEY CONSTRUCTION CO., INC.
Form 5500
FILING_RECEIVED
WEST VALLEY CONSTRUCTION CO., INC. ESOP
Defined-contribution retirement plan
Signals · 3
89% in single holding89% employer stockNo recordkeeper disclosed
Active participants
151
Accounts w/ balance
176
Plan assets (EOY)
$90.9M
Net assets (EOY)
$77.7M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Ultra Shares Company Common Stock * West Valley Construction Company Common Stock" is 89% of plan.
- 89% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEST VALLEY CONSTRUCTION CO., INC..
Plan sponsor
Name
WEST VALLEY CONSTRUCTION CO., INC.
EIN
94-1410142
Address
603 CAMPBELL TECHNOLOGY PARKWAY · CAMPBELL, CA · 95008
Phone
(800) 588-5510
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-11-25
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
3 direct securities· $88.4M(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Ultra Shares Company Common Stock * West Valley Construction Company Common Stock | — | — | $19.0M | $78.9M | 86.8% | |
| Money Market Fund * Charles Schwab U.S. Treasury Money Fund - | — | — | $8.3M | $8.3M | 9.2% | |
| Cash, Interest Bearing * Charles Schwab Bank Interest Bearing Cash | — | — | $1.2M | $1.2M | 1.3% |
Related plans
Similar-size Construction plans
YATES SERVICES, LLC
YATES SERVICES RETIREMENT & SAVINGS PLAN
$91.6M · 2,035 participants
OPERATING ENGINEERS LOCAL NO. 825 OUT-OF-WORK FUND
OPERATING ENGINEERS LOCAL 825 OUT OF WORK FUND
$88.7M · 4,417 participants
WILLIAM A. HAZEL, INC.
WILLIAM A. HAZEL, INC. 401(K) INCENTIVE AND SAVINGS PLAN
$93.1M · 610 participants
WAGMAN, INC.
THE PROFIT SHARING AND RETIREMENT PLAN OF WAGMAN, INC.
$93.5M · 576 participants
EMERY SAPP CONSTRUCTION, INC.
EMERY SAPP 401(K) PLAN
$87.5M · 2,517 participants
BOARD OF TRUSTEES OF UNITED STEELWORKERS PENSION TRUST FUND
UNITED STEELWORKERS OF AMERICA, AFL-CIO-CLC HIGHWAY CONTRACTORS MULTI-EMPLOYER PENSION PLAN
$94.6M · 340 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B