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Original filing (PDF)20251010161703NAL0008462337001
SILICON VALLEY COMMUNITY FOUNDATION
Form 5500
FILING_RECEIVED
SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
107
Accounts w/ balance
235
Plan assets (EOY)
$27.1M
Net assets (EOY)
$27.1M
How this plan invests
This plan
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SILICON VALLEY COMMUNITY FOUNDATION.
Plan sponsor
Name
SILICON VALLEY COMMUNITY FOUNDATION
EIN
20-5205488
Address
444 CASTRO ST STE 140 · MOUNTAIN VIEW, CA · 94041
Phone
(650) 450-5575
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
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP INC | 20-0361079 | — | INVESTMENT ADVISORY | $16K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $26K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS | 91-0189318 | — | ACCOUNTANT | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
28 direct securities· $27.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | — | — | — | $4.9M | 18.0% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $4.7M | 17.4% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $3.0M | 11.0% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $2.9M | 10.9% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $2.9M | 10.6% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $2.2M | 8.0% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.4M | 5.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.3M | 4.9% | |
| Fidelity Investments Fidelity Total Market Index Fund | — | — | — | $985K | 3.6% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $883K | 3.3% | |
| TIAA-CREF Social Choice International Equity I Fund | — | — | — | $347K | 1.3% | |
| Harbor Capital Harbor Capital App Ret Fund | — | — | — | $189K | 0.7% | |
| Dimensional Fund Advisors (DFA) DFA World ex US Value Port I Fund ** 360 Fidelity Investments Fidelity Total International Index Fund | — | — | — | $182K | 0.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $163K | 0.6% | |
| Conestoga Capital Advisors Conestoga Small Cap Institutional Fund | — | — | — | $134K | 0.5% | |
| Dimensional Fund Advisors (DFA) DFA International Small Company I Fund | — | — | — | $125K | 0.5% | |
| Hotchkis & Wiley Capital Management, LLC. Hotchkis & Wiley Small Cap Div VI I Fund | — | — | — | $118K | 0.4% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $114K | 0.4% | |
| Vanguard Real Estate Index Admiral Fund | — | — | — | $113K | 0.4% | |
| Capital Group American Europacific Growth Fund Class R | — | — | — | $108K | 0.4% | |
| through December 2029 | — | — | — | $94K | 0.3% | |
| TIAA Nuveen International Responsible Equity Fund | — | — | — | $84K | 0.3% | |
| Vanguard Federal Money Market Fund | — | — | — | $84K | 0.3% | |
| (E) | — | — | — | $52K | 0.2% | |
| Baird Funds, Inc. Baird Core Plus Bond Institutional Fund | — | — | — | $52K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $48K | 0.2% | |
| MFS Investment Management (MFS) MFS Value R6 Fund | — | — | — | $26K | <0.1% | |
| TIAA Nuveen Core Impact Bond Fund | — | — | — | $7K | <0.1% |
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