How big is Silicon Valley Financial Group's plan?

Silicon Valley Financial Group's plan reported $1.7M in assets and 8 participants for 2024.

Original filing (PDF)20250618132712NAL0001421331001

Silicon Valley Financial Group

Name: Silicon Valley Financial Group — Silicon Valley, Form 5500 (2024)
Creator: Silicon Valley Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Silicon Valley Financial Group 401(k) Plan

401(k) retirement plan · Silicon Valley Financial Group's Silicon Valley Financial Group 401(k) Plan held $1.7M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Silicon Valley Financial Group's EIN is 94-2511168.

EIN 94-2511168

Plan number 002

Plan year 2024

ACK ID 20250618132712NAL0001421331001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Silicon Valley Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 FINANCIAL GROUP.

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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