Original filing (PDF)20260302155433NAL0001971456001

THE HEVENER GROUP, INC. DBA TRI-VALLEY TRADESHOW SERVICES

Name: THE HEVENER GROUP, INC. DBA TRI-VALLEY TRADESHOW SERVICES — TRI-VALLEY TRADESHOW SERVICES 401(K) PLAN, Form 5500 (2024)
Creator: THE HEVENER GROUP, INC. DBA TRI-VALLEY TRADESHOW SERVICES

Form 5500-SF

FILING_RECEIVED

TRI-VALLEY TRADESHOW SERVICES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.6M

Net assets (EOY)

$5.6M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HEVENER GROUP, INC. DBA TRI-VALLEY TRADESHOW SERVICES.

Plan sponsor

Name

THE HEVENER GROUP, INC. DBA TRI-VALLEY TRADESHOW SERVICES

EIN

94-3337333

Address

2855 MITCHELL DRIVE, SUITE 111 · WALNUT CREEK, CA · 94598

Phone

(925) 875-9065

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-02

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)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

INDIAN RIVER TRANSPORT COMPANY

INDIAN RIVER TRANSPORT COMPANY 401(K) PLAN

$5.6M · 435 participants

FARMER OIL, INC.

FARMER OIL, INC. 401(K) PLAN

$5.6M · 18 participants

R & H ENTERPRISES, INC.

MAJESTIC TRANSPORTATION 401(K) PLAN

$5.6M · 17 participants

COASTAL TRANSPORT CO., INC.

COASTAL TRANSPORT CO., INC. 401(K) PLAN

$5.7M · 331 participants

ALMAR SUPPLIES, INC. AND BROOKVILLE SUPPLIES, INC.

ALMAR SUPPLIES, INC. AND BROOKVILLE ENVIRONMENTAL 401(K) PLAN