Plan Ledger DOL Form 5500 · updated monthly

Green Valley Corporation401(k)

GREEN VALLEY CORPORATION 401K PROFIT SHARING PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Green Valley Corporation reported $14,592 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $674 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.13% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 2,613th-largest of 9,483 plans among California employers on file, and the 1,493rd of 5,337 in construction. In 2024, employees put in $11.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,028,269
Participants with balances133
Active participants68
Employer contributions$45,853
Employee contributions$538,017
Employer contribution per active participant$674
Average account balance$233,295
Benefits paid to participants$1,265,374
Plan auditUnmodified (clean) audit opinion
AuditorJOHANSON & YAU ACCOUNTANCY CORP.
Plan history3
Yearassets · accounts · employer contribution
2024$31.0M · 133 accts · $46K emplr
2023$29.4M · 135 accts · $134K emplr
2022$27.7M · 140 accts · $139K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,692
Trustee / custodial$3,900
Total administrative$14,592
The Green Valley Corporation 401(k) match · 2024
Employer contribution per active participant$674
Median for plans this size$2,416
2024$674 per active participant
2023$2,031 per active participant
2022$2,176 per active participant

Green Valley Corporation's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
NWPS · Contract administrator · Recordkeeping$10,692
CHARLES SCHWAB TRUST BANK · Custodial$3,900
KMS FINANCIAL SERVICES, INC. · Investment advisory (participants) · Investment advisory (plan)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024NWPS
2023NWPS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$14,592 · 0.05%
2023$28,388 · 0.10%
2022$38,707 · 0.13%
Similar plansConstruction · California
Villara Corporation CA$31.8M · 0.80%
Toscana Limited, L.P. CA$31.7M · 0.02%
Kprs Construction CA$31.4M · 0.34%
Pacific Steel Group CA$31.1M · 0.14%
Mechanical Holdings, Inc. CA$30.8M · 0.02%
McH Electric, Inc. CA$30.1M · 0.01%
Kinetic Systems, Inc. CA$29.8M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941512090 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.