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Original filing (PDF)20251015193545NAL0005742897001
GREEN VALLEY CORPORATION
Form 5500
FILING_RECEIVED
GREEN VALLEY CORPORATION 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
68
Accounts w/ balance
133
Plan assets (EOY)
$31.0M
Net assets (EOY)
$31.0M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREEN VALLEY CORPORATION.
Plan sponsor
Name
GREEN VALLEY CORPORATION
EIN
94-1512090
Address
777 N. 1ST STREET, 5TH FLOOR · SAN JOSE, CA · 95112
Phone
(408) 287-0246
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-06-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JOHANSON & YAU ACCOUNTANCY CORP.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NWPS | — | SEATTLE, WA | NONE | $11K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | WESTLAKE, TX | NONE | $4K | — |
| KMS FINANCIAL SERVICES, INC. | 91-0850651 | SEATTLE, WA | NONE | $0 | — |
Investments
22 direct securities· $31.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Growth Fund of America Mutual fund n/a | — | — | — | $6.4M | 20.7% | |
| American Funds Washington Mutual Investors Fund Mutual fund n/a | — | — | — | $4.8M | 15.5% | |
| Charles Schwab Money Market Deposit Account Interest-bearing cash n/a | — | — | — | $3.6M | 11.5% | |
| American Funds Capital World Growth & Income Mutual fund n/a | — | — | — | $2.4M | 7.7% | |
| American Funds Income Fund of America Mutual fund n/a | — | — | — | $2.3M | 7.5% | |
| American Funds Small Cap World Fund Mutual fund n/a | — | — | — | $2.3M | 7.3% | |
| American Funds Balanced Fund Mutual fund n/a | — | — | — | $1.7M | 5.5% | |
| American Funds New Economy Fund Mutual fund n/a | — | — | — | $1.4M | 4.6% | |
| American Funds EuroPacific Growth Fund Mutual fund n/a | — | — | — | $1.2M | 3.8% | |
| American Funds New World Fund Mutual fund n/a | — | — | — | $891K | 2.9% | |
| American Funds American Funds Target Date 2035 Mutual fund n/a | — | — | — | $578K | 1.9% | |
| American Funds Short Term Bond Fund Mutual fund n/a | — | — | — | $492K | 1.6% | |
| American Funds Bond Fund of America Mutual fund n/a | — | — | — | $478K | 1.5% | |
| American Funds American Funds Target Date 2040 Mutual fund n/a | — | — | — | $471K | 1.5% | |
| American Funds American Funds Target Date 2010 Mutual fund n/a | — | — | — | $459K | 1.5% | |
| American Funds American Funds Target Date 2050 Mutual fund n/a | — | — | — | $457K | 1.5% | |
| American Funds American Funds Target Date 2045 Mutual fund n/a | — | — | — | $435K | 1.4% | |
| American Funds American Funds Target Date 2055 Mutual fund n/a | — | — | — | $277K | 0.9% | |
| American Funds American Funds Target Date 2030 Mutual fund n/a | — | — | — | $185K | 0.6% | |
| American Funds American Funds Target Date 2025 Mutual fund n/a | — | — | — | $141K | 0.5% | |
| American Funds American Funds Target Date 2015 Mutual fund n/a | — | — | — | $25K | <0.1% | |
| American Funds American Funds Target Date 2060 Mutual fund n/a | — | — | — | $24K | <0.1% |