Plan Snapshot
- Plan Sponsor: Green Valley Corporation
- Sponsor EIN: 941512090
- Sponsor Address: 777 N. 1ST STREET, 5TH FLOOR, SAN JOSE, CA, 95112
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 143
- Total Assets: $32.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 143 | $32.5M | $0 | $0 |
| 2024 | 68 | $31.0M | $45,853 | $538,017 |
| 2023 | 66 | $29.4M | $134,041 | $953,099 |
| 2022 | 64 | $27.7M | $139,258 | $783,403 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| NWPS | Other Service Provider | $21,063 | — | $21,063 |
| CHARLES SCHWAB TRUST BANK | Other Service Provider | $8,302 | — | $8,302 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,365
- Estimated Expense Ratio: 0.090% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $5,001,478 | — | — | — | — |
| 2024 | $14,592 | — | — | — | — |
| 2023 | $28,388 | — | — | — | — |
| 2022 | $38,707 | — | — | — | $38,707 |