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CASTRO VALLEY PLUMBING & HEATING, INC. — THE CONTRACTORS RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250917190338NAL0000624993001
CASTRO VALLEY PLUMBING & HEATING, INC.
Form 5500-SF
FILING_RECEIVED
THE CONTRACTORS RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
7
Plan assets (EOY)
$335K
Net assets (EOY)
$335K
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CASTRO VALLEY PLUMBING & HEATING, INC.
.
Find decision makers
Plan sponsor
Name
CASTRO VALLEY PLUMBING & HEATING, INC.
EIN
94-3241008
Address
42 JACKS LN · NAPA, CA · 945583910
Phone
(510) 910-4539
Industry
Plumbing, Heating, AC Contractors
· Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-09-17
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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RYAN L. WHITE
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BALD EAGLE PLUMBING, LLC
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PRO-7 FIRE PROTECTION LLC
PRO-7 FIRE PROTECTION LLC 401K PLAN
$335K · 16 participants
90
Knocking points off
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
RM STEFFENS PLUMBING & HEATING
RM STEFFENS PLUMBING & HEATING 401(K) PROFIT SHARING PLAN & TRUST
$334K · 5 participants
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