How big is Silicon Valley Monterey Bay Co's plan?

Silicon Valley Monterey Bay Co's plan reported $1.4M in assets and 10 participants for 2024.

Original filing (PDF)20250723163349NAL0002168595001

Silicon Valley Monterey Bay Co

Name: Silicon Valley Monterey Bay Co — Safe-Harbor 403(b), Form 5500 (2024)
Creator: Silicon Valley Monterey Bay Co
License: https://www.usa.gov/government-works

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 · Silicon Valley Monterey Bay Co's Safe-Harbor 403(b) Thrift Plan for Employees of Silicon Valley Monterey Bay Council, Inc. BOY Scouts of America held $1.4M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Janet PHAN signed Silicon Valley Monterey Bay Co's 2024 Form 5500 as plan administrator.

Janet PHAN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Silicon Valley Monterey Bay Co's EIN is 94-1156254.

EIN 94-1156254

Plan number 001

Plan year 2024

ACK ID 20250723163349NAL0002168595001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Silicon Valley Monterey Bay Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Silicon Valley Monterey Bay Co's plan includes a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SILICON VALLEY MONTEREY BAY CO.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

SILICON VALLEY MONTEREY BAY CO

EIN

all filings

Address

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

Phone

(408) 638-8300

Industry

Other Services (ex. Public Admin)

Plan administrator