Plan Ledger DOL Form 5500 · updated monthly

West Valley Engineering, Inc.401(k)

WEST VALLEY STAFFING GROUP 401(K) PLAN · SUNNYVALE, CA · plan year 2024

Reported admin expense ratio · 2024
0.67%

West Valley Engineering, Inc. reported $44,980 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (6,344th of 9,483), and the 1,230th of 2,534 in administrative & support services.

Plan summary
Net assets, end of year$6,979,901
Participants with balances160
Active participants27,974
Employer contributions—
Employee contributions$285,213
Employer contribution per active participant—
Average account balance$43,624
Benefits paid to participants$655,971
Plan auditUnmodified (clean) audit opinion
AuditorRLA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 160 accts
2023$6.5M · 183 accts
2022$6.1M · 200 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$44,980
Total administrative$44,980
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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$25,226
GLOBAL RETIREMENT PARTNERS, LLC · Investment advisory (plan)$19,753

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$44,980 · 0.67%
2023$40,922 · 0.65%
2022$46,253 · 0.70%
Similar plansAdministrative & Support Services · California
Siteworks Landscape, Inc. CA$7.3M · 0.01%
Pro-Spectus, Inc. CA$6.2M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941701693 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.