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SILICON VALLEY EDUCATION FOUNDATION — SILICON VALLEY EDUCATION FOUNDATION 403(B) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260319160309NAL0004347217001
SILICON VALLEY EDUCATION FOUNDATION
Form 5500-SF
FILING_RECEIVED
SILICON VALLEY EDUCATION FOUNDATION 403(B) PLAN
403(b) retirement plan
Active participants
33
Accounts w/ balance
29
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SILICON VALLEY EDUCATION FOUNDATION
.
Find decision makers
Plan sponsor
Name
SILICON VALLEY EDUCATION FOUNDATION
EIN
20-5061316
Address
1400 PARKMOOR, SUITE 200 · SAN JOSE, CA · 95126
Phone
(408) 790-9400
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2026-03-19
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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BOYS & GIRLS CLUB OF ALLENTOWN
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.9M · 7 participants
WEXFORD, INC.
403(B) THRIFT PLAN OF WEXFORD, INC.
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$125.0B
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BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
