Original filing (PDF)20250828152000NAL0010587665001

SVB FINANCIAL GROUP

Name: SVB FINANCIAL GROUP — SVB FINANCIAL GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: SVB FINANCIAL GROUP

Form 5500-SF

FILING_RECEIVED

SVB FINANCIAL GROUP 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SVB FINANCIAL GROUP.

Plan sponsor

Name

SVB FINANCIAL GROUP

EIN

91-1962278

Address

2100 ROSS AVENUE · 21ST FLOOR · DALLAS, TX · 75201

Phone

(650) 567-6900

Industry

Commercial Banking· Finance & Insurancesee 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

2025-08-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

Service providers (Schedule C)

Small plans don't disclose service providers

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