Imelda Gonzalez signed Silicon Valley Community Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Silicon Valley Community Foundation's EIN is 20-5205488.
Download the official 2024 Form 5500 (PDF) for Silicon Valley Community Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Silicon Valley Community Foundation's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $4.9M | 18.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $4.7M | 17.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $3.0M | 11.0% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $2.9M | 10.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.9M | 10.6% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $2.2M | 8.0% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.4M | 5.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.3M | 4.9% | |
| Fidelity Investments Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $985K | 3.6% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $883K | 3.3% | |
| TIAA-CREF Social Choice International Equity I Fund | Mutual Funds | — | — | $347K | 1.3% | |
| Harbor Capital Harbor Capital App Ret Fund | Other securities | — | — | $189K | 0.7% | |
| Dimensional Fund Advisors (DFA) DFA World ex US Value Port I Fund ** 360 Fidelity Investments Fidelity Total International Index Fund | Common Collective Trusts | — | — | $182K | 0.7% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $163K | 0.6% | |
| Conestoga Capital Advisors Conestoga Small Cap Institutional Fund | Other securities | — | — | $134K | 0.5% | |
| Dimensional Fund Advisors (DFA) DFA International Small Company I Fund | Mutual Funds | — | — | $125K | 0.5% | |
| Hotchkis & Wiley Capital Management, LLC. Hotchkis & Wiley Small Cap Div VI I Fund | Other securities | — | — | $118K | 0.4% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $114K | 0.4% | |
| Vanguard Real Estate Index Admiral Fund | Mutual Funds | — | — | $113K | 0.4% | |
| Capital Group American Europacific Growth Fund Class R | Common Stocks | — | — | $108K | 0.4% | |
| through December 2029 | Other securities | — | — | $94K | 0.3% | |
| TIAA Nuveen International Responsible Equity Fund | Mutual Funds | — | — | $84K | 0.3% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $84K | 0.3% | |
| (E) | Other securities | — | — | $52K | 0.2% | |
| Baird Funds, Inc. Baird Core Plus Bond Institutional Fund | Common Stocks | — | — | $52K | 0.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $48K | 0.2% | |
| MFS Investment Management (MFS) MFS Value R6 Fund | Mutual Funds | — | — | $26K | <0.1% | |
| TIAA Nuveen Core Impact Bond Fund | U.S. Treasuries | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MULTNOMAH GROUP INC | 20-0361079 | — | INVESTMENT ADVISORY | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS | 91-0189318 | — | ACCOUNTANT | $23K | — |
