Original filing (PDF)20250723163349NAL0002168595001

SILICON VALLEY MONTEREY BAY CO

Name: SILICON VALLEY MONTEREY BAY CO — SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF SILICON VALLEY MONTEREY BAY COUNCIL, INC. BOY SCOUTS OF AMERICA, Form 5500 (2024)
Creator: SILICON VALLEY MONTEREY BAY CO

Form 5500-SF

FILING_RECEIVED

SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF SILICON VALLEY MONTEREY BAY COUNCIL, INC. BOY SCOUTS OF AMERICA

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

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 SILICON VALLEY MONTEREY BAY CO.

Plan sponsor

Name

SILICON VALLEY MONTEREY BAY CO

EIN

94-1156254

Address

1900 THE ALAMEDA, STE 100 · SAN JOSE, CA · 951262719

Phone

(408) 638-8300

Industry

Other Services (ex. Public Admin)see 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

2025-07-23

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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