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Original filing (PDF)20250820092655NAL0003120977001
WEST VALLEY ENGINEERING, INC.
Form 5500
FILING_RECEIVED
WEST VALLEY STAFFING GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
27,974
Accounts w/ balance
160
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
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)
88
/ 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
80
Vendor stack
80
Participation health
65
Knocking points off
- 64 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 1% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEST VALLEY ENGINEERING, INC..
Plan sponsor
Name
WEST VALLEY ENGINEERING, INC.
EIN
94-1701693
Address
390 POTRERO AVENUE · SUNNYVALE, CA · 940854116
Phone
(408) 735-1420
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-20
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RLA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $25K | — |
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $20K | — |
Investments
22 direct securities· $7.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Fund Mutual Fund | — | — | — | $1.5M | 20.9% | |
| Vanguard Index 500 Mutual Fund | — | — | — | $1.1M | 15.4% | |
| Dodge & Cox Income Fund Mutual Fund | — | — | — | $681K | 9.8% | |
| Mainstay Large Cap Growth Fund-I Mutual Fund | — | — | — | $584K | 8.4% | |
| Federated Intl Equity R6 Mutual Fund | — | — | — | $494K | 7.1% | |
| Fully Benefit Responsive * Standard Stable Asset A Annuity Contract | — | — | — | $422K | 6.1% | |
| Vanguard Value Index Fund Investor Mutual Fund | — | — | — | $372K | 5.3% | |
| JP Morgan US Equity R6 Mutual Fund | — | — | — | $328K | 4.7% | |
| Fidelity Interm Trs Bd Index Mutual Fund | — | — | — | $284K | 4.1% | |
| Vanguard Mid-Cap Index Mutual Fund | — | — | — | $271K | 3.9% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $227K | 3.3% | |
| Vanguard Inflation Protec Sec Mutual Fund | — | — | — | $196K | 2.8% | |
| Janus Enterprise S Mutual Fund | — | — | — | $133K | 1.9% | |
| Participant Loans 9.50% | — | — | — | $112K | 1.6% | |
| Vanguard Mid-Cap Value Index Fund Mutual Fund | — | — | — | $104K | 1.5% | |
| Franklin Small Cap Value R6 Mutual Fund | — | — | — | $84K | 1.2% | |
| MFS International Growth R6 Mutual Fund | — | — | — | $64K | 0.9% | |
| Vanguard Life Strategy Growth Mutual Fund | — | — | — | $45K | 0.6% | |
| Cohen & Steers Instl Realty Mutual Fund | — | — | — | $15K | 0.2% | |
| Vanguard Developed Markets Index Adm Mutual Fund | — | — | — | $6K | <0.1% | |
| Vanguard Life Strategy Conservative Growth Mutual Fund | — | — | — | $2K | <0.1% | |
| Vanguard Life Strategy Income Inv Mutual Fund | — | — | — | $2K | <0.1% |
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