David Neapolitan signed Silicon Valley Medical Development, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Silicon Valley Medical Development, LLC's EIN is 26-3021328.
Download the official 2024 Form 5500 (PDF) for Silicon Valley Medical Development, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Silicon Valley Medical Development, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | TAMPA, FL | RECORDKEEPER | $3.3M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL PERFORMANCE ADVISORS, LLP | 20-8077927 | — | INVESTMENT MANAGER | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Institutional | Mutual Funds | — | — | $1.4M | 21.3% | |
| Vanguard Target Retirement 2030 Fund Institutional | Mutual Funds | — | — | $688K | 10.7% | |
| Vanguard Target Retirement 2035 Fund Institutional | Mutual Funds | — | — | $624K | 9.7% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $417K | 6.5% | |
| Vanguard Target Retirement 2040 Fund Institutional | Mutual Funds | — | — | $359K | 5.6% | |
| Vanguard Target Retirement 2050 Fund Institutional | Mutual Funds | — | — | $348K | 5.4% | |
| Vanguard Target Retirement 2045 Fund Institutional | Mutual Funds | — | — | $280K | 4.3% | |
| DFA US Sustainability Core 1 | Mutual Funds | — | — | $268K | 4.2% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $244K | 3.8% | |
| Vanguard Target Retirement 2020 Fund Institutional | Mutual Funds | — | — | $244K | 3.8% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $196K | 3.0% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $178K | 2.8% | |
| DFA Emerging Markets Social Core Portfolio Institutional Class ** 68 DFA Five-Year Global Fixed Income Portfolio Institutional Class | Mutual Funds | — | — | $132K | 2.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $122K | 1.9% | |
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $111K | 1.7% | |
| Participant loans receivable - 19 loans outstanding with interest rates ranging from 5.25% to 10.50% - | Bonds / Notes | — | — | $76K | 1.2% | |
| DFA U.S. Large Cap Value III Portfolio | Mutual Funds | — | — | $66K | 1.0% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $51K | 0.8% | |
| RBS 1C U.S. Small Cap Equity Index ETF | Common Collective Trusts | — | — | $45K | 0.7% | |
| DFA U.S. Small Cap Portfolio Institutional Class | Mutual Funds | — | — | $44K | 0.7% | |
| DFA International Value III Portfolio | Mutual Funds | — | — | $43K | 0.7% | |
| DFA U.S. Social Core Equity 2 Portfolio ** 863 DFA U.S. Sustainability Core 1 Portfolio Institutional ** 68 DFA U.S. Targeted Value Portfolio Institutional | Mutual Funds | — | — | $39K | 0.6% | |
| DFA Inflation-Protected Securities Portfolio Inst | Mutual Funds | — | — | $38K | 0.6% | |
| Fidelity Series Real Estate Index Fund | Common Collective Trusts | — | — | $25K | 0.4% | |
| DFA International Small Cap Value Portfolio Inst | Mutual Funds | — | — | $18K | 0.3% | |
| DFA International Small Company Portfolio Instl | Mutual Funds | — | — | $18K | 0.3% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $18K | 0.3% | |
| DFA Social Fixed Income Portfolio Institutional | Mutual Funds | — | — | $12K | 0.2% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral | Common Collective Trusts | — | — | $3K | <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 |
|---|---|---|---|---|---|
| PENSIONONE ADVISORS, INC. | 20-1407640 | — | TPA | $35K | — |
