Back to filter
Original filing (PDF)20250930164011NAL0016750083001
SILICON VALLEY MECHANICAL, INC.
Form 5500
FILING_RECEIVED
SILICON VALLEY MECHANICAL, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.5 moNo recordkeeper disclosed
Active participants
132
Accounts w/ balance
148
Plan assets (EOY)
$22.4M
Net assets (EOY)
$22.4M
How this plan invests
This plan
36 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
85
/ 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
94
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.5 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SILICON VALLEY MECHANICAL, INC..
Plan sponsor
Name
SILICON VALLEY MECHANICAL, INC.
EIN
46-4540945
Address
2115 RINGWOOD AVENUE · SAN JOSE, CA · 95131
Phone
(408) 943-0380
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BFBA, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | BROKER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| QUINTES ADMINISTRATIVE AND INSURANC | — | WATSONVILLE, CA | TPA | $0 | — |
Investments
36 pooled funds· $21.2M(95% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| VANGRD TRGT RETIRE 2050 FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $2.7M | 12.1% |
| VANGRD TRGT RETIRE 2030 FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $2.2M | 9.9% |
| VANGRD TOT ST MKT IDX FD ADM VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $2.0M | 8.9% |
| AMER FDS NEW PERSPECTIVE VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $1.6M | 7.2% |
| VANGRD TRGT RETIRE 2055 FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $1.5M | 6.7% |
| VANGRD SMLCP INDX FD ADMIR VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $1.0M | 4.7% |
| MFS INTL INTRINSIC VAL FND VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $829K | 3.7% |
| CLRBRG APPRECIATION FD IS VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $648K | 2.9% |
| AMER FDS AM BAL VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $632K | 2.8% |
| VANGRD TRGT RETIRE 2045 FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $606K | 2.7% |
| VOYA FIXED ACCOUNT (4062) VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $582K | 2.6% |
| VANGRD MID-CAP INDEX FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $545K | 2.4% |
| VANGRD TRGT RETIRE 2060 FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $536K | 2.4% |
| JPMORGAN EQUITY INCOME FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $508K | 2.3% |
| VANGRD TRGT RETIRE INC FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $501K | 2.2% |
| PGIM HIGH YIELD FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $478K | 2.1% |
| VANGRD TRGT RETIRE 2035 FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $471K | 2.1% |
| DFA GLOBAL REAL EST SEC PT INS VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $462K | 2.1% |
| NEUBERG BERM STRAT INC FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $450K | 2.0% |
| AMCEN ULTRA FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $443K | 2.0% |
| DFA INFLAT-PROT SECUR PORT INST VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $430K | 1.9% |
| VANGRD TRGT RETIRE 2040 FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $370K | 1.7% |
| VANGRD TRGT RETIRE 2025 FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $319K | 1.4% |
| AMER FDS BOND FND AMER VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $281K | 1.3% |
| VANGRD TRGT RETIRE 2065 FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $266K | 1.2% |
| VANGRD TRGT RETIRE 2070 FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $193K | 0.9% |
| AMCEN MID CAP VALUE LUE FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $140K | 0.6% |
| VANGRD LIFESTRAT MOD GRWTH VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $83K | 0.4% |
| FRANKLIN SM CAP VALUE FND VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $76K | 0.3% |
| VANGRD TRGT RETIRE 2020 FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $67K | 0.3% |
| VICTORY TRV INTL SMCP FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $54K | 0.2% |
| AB GLOBAL BOND FD Z VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $53K | 0.2% |
| CLRBRG SMCP GRW FD IS VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $49K | 0.2% |
| VANGRD LIFESTRAT GROWTH FD VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $46K | 0.2% |
| VOYA GOV MONEY MKT FND VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $22K | <0.1% |
| EATON VANCE ATL CAP SMID-CP VOYA RETIREMENT INSUR AND ANNUITY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $1K | <0.1% |
Related plans
Other plans using GLOBAL RETIREMENT PARTNERS LLC
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEES
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND
$3.3B · 28,099 participants
BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLAN
PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS
$2.3B · 35,585 participants
THE QUEEN'S HEALTH SYSTEMS
THE QUEEN'S HEALTH SYSTEMS RETIREMENT SAVINGS PLAN
$2.0B · 9,266 participants
UNIVERSITY OF THE PACIFIC
UNIVERSITY OF THE PACIFIC DEFINED CONTRIBUTION PLAN
$839.2M · 2,955 participants
ARUP US, INC.
ARUP US RETIREMENT SAVINGS PLAN
$723.2M · 1,483 participants
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL EASE 401(K) PLAN
$650.9M · 161,040 participants
Similar-size Plumbing, Heating, AC Contractors plans
R.T. MOORE CO. INC.
R. T. MOORE CO. INC. 401(K) PROFIT SHARING PLAN
$22.4M · 716 participants
KINETIC SYSTEMS, INC.
KINETIC SYSTEMS, INC. RETIREMENT SAVINGS PLAN
$22.4M
CLIMATE PROS LLC
CLIMATE PROS LLC 401(K) PROFIT SHARING PLAN AND TRUST
$22.2M · 782 participants
TRUSTEES OF PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND
PLUMBERS & PIPEFITTERS LOCAL 172 WELFARE FUND
$22.2M · 581 participants
AMERICAN HEATING, INC.
AMERICAN HEATING, INC. 401(K) PLAN
$22.1M · 204 participants
STEAMFITTERS INDUSTRY EDUCATIONAL FUND BOARD OF TRUSTEES
STEAMFITTERS' INDUSTRY EDUCATIONAL FUND
$22.7M · 1,980 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B