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Original filing (PDF)20251013134717NAL0000670019001
SILICON VALLEY MEDICAL DEVELOPMENT, LLC
Form 5500
FILING_RECEIVED
SILICON VALLEY MEDICAL DEVELOPMENT, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
~5172 bps in Sched C fees
Active participants
324
Accounts w/ balance
548
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
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)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 5172 bps in Schedule C fees — 9846% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SILICON VALLEY MEDICAL DEVELOPMENT, LLC.
Plan sponsor
Name
SILICON VALLEY MEDICAL DEVELOPMENT, LLC
EIN
26-3021328
Address
973 UNIVERSITY AVE · LOS GATOS, CA · 95032
Phone
(408) 866-3907
Industry
Offices of Physicians· Health Care & Social Assistancesee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | TAMPA, FL | RECORDKEEPER | $3.3M | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL PERFORMANCE ADVISORS, LLP | 20-8077927 | — | INVESTMENT MANAGER | $27K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONONE ADVISORS, INC. | 20-1407640 | — | TPA | $35K | — |
Investments
29 direct securities· $6.1M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Institutional | — | — | — | $1.4M | 21.3% | |
| Vanguard Target Retirement 2030 Fund Institutional | — | — | — | $688K | 10.7% | |
| Vanguard Target Retirement 2035 Fund Institutional | — | — | — | $624K | 9.7% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $417K | 6.5% | |
| Vanguard Target Retirement 2040 Fund Institutional | — | — | — | $359K | 5.6% | |
| Vanguard Target Retirement 2050 Fund Institutional | — | — | — | $348K | 5.4% | |
| Vanguard Target Retirement 2045 Fund Institutional | — | — | — | $280K | 4.3% | |
| DFA US Sustainability Core 1 | — | — | — | $268K | 4.2% | |
| Fidelity 500 Index Fund | — | — | — | $244K | 3.8% | |
| Vanguard Target Retirement 2020 Fund Institutional | — | — | — | $244K | 3.8% | |
| Vanguard Target Retirement Income Fund | — | — | — | $196K | 3.0% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $178K | 2.8% | |
| DFA Emerging Markets Social Core Portfolio Institutional Class ** 68 DFA Five-Year Global Fixed Income Portfolio Institutional Class | — | — | — | $132K | 2.1% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $122K | 1.9% | |
| Fidelity Large Cap Growth Index Fund | — | — | — | $111K | 1.7% | |
| Participant loans receivable - 19 loans outstanding with interest rates ranging from 5.25% to 10.50% - | — | — | — | $76K | 1.2% | |
| DFA U.S. Large Cap Value III Portfolio | — | — | — | $66K | 1.0% | |
| Fidelity Total International Index Fund | — | — | — | $51K | 0.8% | |
| RBS 1C U.S. Small Cap Equity Index ETF | — | — | — | $45K | 0.7% | |
| DFA U.S. Small Cap Portfolio Institutional Class | — | — | — | $44K | 0.7% | |
| DFA International Value III Portfolio | — | — | — | $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 | — | — | — | $39K | 0.6% | |
| DFA Inflation-Protected Securities Portfolio Inst | — | — | — | $38K | 0.6% | |
| Fidelity Series Real Estate Index Fund | — | — | — | $25K | 0.4% | |
| DFA International Small Cap Value Portfolio Inst | — | — | — | $18K | 0.3% | |
| DFA International Small Company Portfolio Instl | — | — | — | $18K | 0.3% | |
| Fidelity Emerging Markets Index Fund | — | — | — | $18K | 0.3% | |
| DFA Social Fixed Income Portfolio Institutional | — | — | — | $12K | 0.2% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral | — | — | — | $3K | <0.1% |
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