How big is Window-Ology Tri-Valley Corporation's plan?

Window-Ology Tri-Valley Corporation's plan reported $2.0M in assets and 18 participants for 2023.

Original filing (PDF)20241218142029NAL0003776529001

Window-Ology Tri-Valley Corporation

Name: Window-Ology Tri-Valley Corporation — Window-Ology, Form 5500 (2023)
Creator: Window-Ology Tri-Valley Corporation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Window-Ology Tri-Valley Corporation 401(k) Plan

401(k) retirement plan · Window-Ology Tri-Valley Corporation's Window-Ology Tri-Valley Corporation 401(k) Plan held $2.0M in plan assets for 18 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Window-Ology Tri-Valley Corporation's EIN is 94-3380894.

EIN 94-3380894

Plan number 001

Plan year 2023

ACK ID 20241218142029NAL0003776529001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Window-Ology Tri-Valley Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Window-Ology Tri-Valley Corporation'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 WINDOW-OLOGY TRI-VALLEY CORPORATION.

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

WINDOW-OLOGY TRI-VALLEY CORPORATION

EIN

all filings

Address

4225 STANLEY BLVD. · PLEASANTON, CA · 94566

Phone

(925) 462-1207

Industry

Retail Trade

Plan administrator