Plan Snapshot
- Plan Sponsor: West Valley Engineering, INC.
- Sponsor EIN: 941701693
- Sponsor Address: 390 POTRERO AVENUE, SUNNYVALE, CA, 940854116
- Plan Type: 401(k)
- Total Participants: 27,974
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 27,974 | $7.0M | $0 | $285,213 |
| 2023 | 27,645 | $6.5M | $0 | $568,808 |
| 2022 | 27,228 | $6.1M | $0 | $657,021 |
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 |
|---|---|---|---|---|
| RLA LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2024 | $44,980 | — | $44,980 | — | — |
| 2023 | $40,922 | $18,715 | $22,207 | — | — |
| 2022 | $46,253 | — | $46,253 | — | — |