Retirement plan

GREEN VALLEY COOLING & HEATING, INC. 401(K) PLAN

Name: GREEN VALLEY COOLING & HEATING, INC. - GREEN VALLEY COOLING & HEATING, INC. 401(K) PLAN (2025) Form 5500
Creator: GREEN VALLEY COOLING & HEATING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GREEN VALLEY COOLING & HEATING, INC. 401(K) PLAN, GREEN VALLEY COOLING & HEATING, INC.

GREEN VALLEY COOLING & HEATING, INC.EIN 86-0334382Plan #002PY 2025

645 W WARD LANE - GREEN VALLEY, AZ 85614520-625-1234greenvalleycooling.comLinkedIn51-200 employeesconsumer services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

+5.5% from 2024

Total participants

-22.4% from 2024

Average account balance

$58,982

+35.6% from 2024

Annual return

16.52%

+0.81 pp from 2024

Benchmarks

See 13,239 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort13,239 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.48M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$59K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

107.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$205K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.52%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$11650

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$489K

$12546 / participant

Other / not subdivided$489K100.0%

% of EOY assets

19.752%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$58,982

$88,672-33.5%

$105,223-43.9%

$82,448-28.5%

Participation rate

92.3%

67.9%+24.4pp

75.0%+17.3pp

68.1%+24.2pp

Annual return

16.52%

30.86%-14.3pp

180.65%-164.1pp

41.64%-25.1pp

Employer contribution / active EE

$1,538

$3,048-49.5%

$3,689-58.3%

$2,551-39.7%

Participant deferral / active EE

$3,727

$4,036-7.6%

$5,072-26.5%

$4,139-10.0%

Admin fee / account holder

$11,650

$7,146+63.0%

$8,859+31.5%

$7,234+61.0%

GREEN VALLEY COOLING & HEATING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GREEN VALLEY COOLING & HEATING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion