Blaine Flickner signed Silicon Valley Mechanical, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Silicon Valley Mechanical, Inc.'s EIN is 46-4540945.
Download the official 2023 Form 5500 (PDF) for Silicon Valley Mechanical, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Silicon Valley Mechanical, Inc.'s plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | SAN RAFAEL, CA | NONE | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| U.S. Treasury - 912828YX2 | Other securities | — | $1.3M | $1.3M | 22.3% | |
| Charles Schwab Mutual funds - Cliffwater Corporate Lending Fund | Mutual Funds | — | $837K | $846K | 14.6% | |
| U.S. Treasury - 912797KS5 | Other securities | — | $604K | $621K | 10.7% | |
| Charles Schwab U.S. Treasury - 912797KV8 | Mutual Funds | — | $604K | $618K | 10.6% | |
| Charles Schwab Money market mutual fund - Schwab Treasury Obligation Money Fund | Mutual Funds | — | $194K | $194K | 3.3% | |
| U.S. Treasury - 91282CDN8 | Other securities | — | $158K | $163K | 2.8% | |
| U.S. Treasury - 91282CDP3 | Other securities | — | $158K | $161K | 2.8% | |
| U.S. Treasury - 91282CDY4 | Other securities | — | $158K | $160K | 2.8% | |
| U.S. Treasury - 91282CGC9 | Other securities | — | $158K | $156K | 2.7% | |
| U.S. Treasury - 91282CGM7 | Other securities | — | $157K | $156K | 2.7% | |
| U.S. Treasury - 91282CGE5 | Other securities | — | $158K | $156K | 2.7% | |
| Charles Schwab Interest-bearing cash | Mutual Funds | — | $24K | $24K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
