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Original filing (PDF)20250929153757NAL0014054128001
SILVACO, INC.
Form 5500
FILING_RECEIVED
SILVACO 401(K) PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure34% in single holding
Active participants
104
Accounts w/ balance
135
Plan assets (EOY)
$17.8M
Net assets (EOY)
$17.8M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
83
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- Top holding "Fidelity 500 Index Fund Mutual fund" is 34% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SILVACO, INC..
Plan sponsor
Name
SILVACO, INC.
EIN
20-1293457
Address
4701 PATRICK HENRY DRIVE · BUILDING 23 · SANTA CLARA, CA · 95054
Phone
(408) 567-1000
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-29
Pension benefit codes
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
YULISHANA INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
| TRANSAMERICA RETIREMENTS SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $8K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | ADVISOR | $17K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
29 direct securities· $17.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual fund | — | — | — | $6.0M | 33.9% | |
| Fidelity US Bond Index Fund Mutual fund | — | — | — | $2.1M | 11.8% | |
| Fidelity Government Money Market Fund Mutual fund | — | — | — | $1.9M | 10.5% | |
| Fidelity Total International Index Fund Mutual fund | — | — | — | $1.7M | 9.4% | |
| Fidelity Mid Cap Index Fund Mutual fund | — | — | — | $1.2M | 6.9% | |
| Fidelity Total Market Index Fund Mutual fund | — | — | — | $599K | 3.4% | |
| Fidelity Emerging Markets Index Fund Mutual fund | — | — | — | $571K | 3.2% | |
| Fidelity Small Cap Value Index Fund Mutual fund | — | — | — | $484K | 2.7% | |
| Fidelity Small Cap Index Fund Mutual fund | — | — | — | $398K | 2.2% | |
| JPMorgan Large Cap Growth Fund Mutual fund | — | — | — | $388K | 2.2% | |
| Cohen & Steers Real Estate Fund Mutual fund | — | — | — | $350K | 2.0% | |
| Fidelity Freedom Index 2065 Fund Mutual fund ** 615 * Fidelity Freedom Index Income Fund Mutual fund | — | — | — | $326K | 1.8% | |
| American Century Mid Cap Value Fund Mutual fund | — | — | — | $271K | 1.5% | |
| Victory Core Plus Intermediate Bond Fund Mutual fund | — | — | — | $227K | 1.3% | |
| Fidelity Freedom Index 2035 Fund Mutual fund | — | — | — | $221K | 1.2% | |
| American Century Small Cap Growth Fund Mutual fund | — | — | — | $199K | 1.1% | |
| American Funds American Mutual Fund Mutual fund | — | — | — | $177K | 1.0% | |
| Fidelity Freedom Index 2030 Fund Mutual fund | — | — | — | $151K | 0.8% | |
| Invesco Discovery Mid Cap Growth Fund Mutual fund | — | — | — | $138K | 0.8% | |
| Fidelity Freedom Index 2025 Fund Mutual fund | — | — | — | $105K | 0.6% | |
| Calvert US Large Cap Core Responsible Index Fund Mutual fund | — | — | — | $84K | 0.5% | |
| Fidelity Freedom Index 2045 Fund Mutual fund | — | — | — | $73K | 0.4% | |
| DFA International Small Company Portfolio Fund Mutual fund | — | — | — | $58K | 0.3% | |
| Fidelity Freedom Index 2055 Fund Mutual fund | — | — | — | $20K | 0.1% | |
| Notes Receivable from Participants (Participant Loans) Interest rate 9.50% -0- | — | — | — | $17K | <0.1% | |
| Fidelity Freedom Index 2060 Fund Mutual fund | — | — | — | $12K | <0.1% | |
| Fidelity Freedom Index 2040 Fund Mutual fund | — | — | — | $9K | <0.1% | |
| Fidelity Freedom Index 2020 Fund Mutual fund | — | — | — | $8K | <0.1% | |
| Fidelity Freedom Index 2050 Fund Mutual fund | — | — | — | $4K | <0.1% |