How big is West Valley Engineering, Inc.'s plan?

West Valley Engineering, Inc.'s plan reported $7.0M in assets and 27,974 participants for 2024.

Original filing (PDF)20250820092655NAL0003120977001

West Valley Engineering, Inc.

Name: West Valley Engineering, Inc. — West Valley Staffing, Form 5500 (2024)
Creator: West Valley Engineering, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

West Valley Staffing Group 401(k) Plan

401(k) retirement plan · West Valley Engineering, Inc.'s West Valley Staffing Group 401(k) Plan held $7.0M in plan assets for 27,974 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

27,974

Accounts w/ balance

160

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan identifiers

West Valley Engineering, Inc.'s EIN is 94-1701693.

EIN 94-1701693

Plan number 002

Plan year 2024

ACK ID 20250820092655NAL0003120977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for West Valley Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

West Valley Engineering, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEST VALLEY ENGINEERING, INC..

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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

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 27K (9% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Plan sponsor

Name

WEST VALLEY ENGINEERING, INC.

EIN

all filings

Address

390 POTRERO AVENUE · SUNNYVALE, CA · 940854116

Phone

(408) 735-1420

Industry

Admin Support & Waste Mgmt

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$25K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS, LLC	47-1411118	—	NONE	$20K	—

Investments

22 direct securities· $7.0M(100% of reported assets)

Mutual Funds

$3.1M

13 holdings

Common Collective Trusts

$1.9M

3 holdings

Other securities

$1.8M

5 holdings

Bonds / Notes

$112K

1 holding

					% of plan
Vanguard Balanced Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.5M	20.9%
Vanguard Index 500 Mutual Fund	Mutual Funds	—	—	$1.1M	15.4%
Dodge & Cox Income Fund Mutual Fund	Mutual Funds	—	—	$681K	9.8%
Mainstay Large Cap Growth Fund-I Mutual Fund	Other securities	—	—	$584K	8.4%
Federated Intl Equity R6 Mutual Fund	Other securities	—	—	$494K	7.1%
Fully Benefit Responsive * Standard Stable Asset A Annuity Contract	Other securities	—	—	$422K	6.1%
Vanguard Value Index Fund Investor Mutual Fund	Common Collective Trusts	—	—	$372K	5.3%
JP Morgan US Equity R6 Mutual Fund	Other securities	—	—	$328K	4.7%
Fidelity Interm Trs Bd Index Mutual Fund	Mutual Funds	—	—	$284K	4.1%
Vanguard Mid-Cap Index Mutual Fund	Mutual Funds	—	—	$271K	3.9%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$227K	3.3%
Vanguard Inflation Protec Sec Mutual Fund	Mutual Funds	—	—	$196K	2.8%
Janus Enterprise S Mutual Fund	Mutual Funds	—	—	$133K	1.9%
Participant Loans 9.50%	Bonds / Notes	—	—	$112K	1.6%
Vanguard Mid-Cap Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$104K	1.5%
Franklin Small Cap Value R6 Mutual Fund	Mutual Funds	—	—	$84K	1.2%
MFS International Growth R6 Mutual Fund	Mutual Funds	—	—	$64K	0.9%
Vanguard Life Strategy Growth Mutual Fund	Mutual Funds	—	—	$45K	0.6%
Cohen & Steers Instl Realty Mutual Fund	Other securities	—	—	$15K	0.2%
Vanguard Developed Markets Index Adm Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
Vanguard Life Strategy Conservative Growth Mutual Fund	Mutual Funds	—	—	$2K	<0.1%
Vanguard Life Strategy Income Inv Mutual Fund	Mutual Funds	—	—	$2K	<0.1%