How big is Second Harvest of Silicon Valley's plan?

Second Harvest of Silicon Valley's plan reported $37.2M in assets and 274 participants for 2024.

Original filing (PDF)20250930182904NAL0013579152001

Second Harvest of Silicon Valley

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

Form 5500

FILING_RECEIVED

Second Harvest of Silicon Valley 403(b) Plan

403(b) retirement plan · Second Harvest of Silicon Valley's Second Harvest of Silicon Valley 403(b) Plan held $37.2M in plan assets for 274 participants in 2024, with Vanguard as recordkeeper.

Active participants

274

Accounts w/ balance

362

Plan assets (EOY)

$37.2M

Net assets (EOY)

$37.2M

People on this filing

Stephanie Schaefer signed Second Harvest of Silicon Valley's 2024 Form 5500 as plan administrator.

Stephanie Schaefer — Plan Administrator — Form 5500 signer
Noland Granberry — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Second Harvest of Silicon Valley's EIN is 94-2614101.

EIN 94-2614101

Plan number 001

Plan year 2024

ACK ID 20250930182904NAL0013579152001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Second Harvest of Silicon Valley's plan includes 403(b) custodial accounts, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

59 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

SECOND HARVEST OF SILICON VALLEY

EIN

all filings

Address

750 CURTNER AVENUE · SAN JOSE, CA · 95125

Phone

(408) 266-8866

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-09-30

Pension benefit codes

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

ARMANINO LLP

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$36K	—

Investments

59 direct securities· $39.2M(100% of reported assets)

Mutual Funds

$28.8M

22 holdings

Common Collective Trusts

$5.3M

5 holdings

Other securities

$3.4M

30 holdings

Common Stocks

$1.7M

1 holding

Pooled Separate Accounts

$3K

1 holding

					% of plan
Nuveen Lifecycle Index 2040 R6 Mutual Fund	Mutual Funds	—	—	$4.9M	13.2%
Vanguard Total Stock Market Index Adm Mutual Fund	Common Collective Trusts	—	—	$4.6M	12.3%
Nuveen Lifecycle Index 2035 R6 Mutual Fund	Mutual Funds	—	—	$4.3M	11.6%
Nuveen Lifecycle Index 2025 R6 Mutual Fund	Mutual Funds	—	—	$3.5M	9.5%
Nuveen Lifecycle Index 2050 R6 Mutual Fund	Mutual Funds	—	—	$2.9M	7.9%
Nuveen Lifecycle Index 2030 R6 Mutual Fund	Mutual Funds	—	—	$2.6M	7.0%
Nuveen Lifecycle Index 2045 R6 Mutual Fund	Mutual Funds	—	—	$1.8M	4.7%
Variable Annuity Contract The Variable Annuity Life Ins. Co. 0	Common Stocks	—	—	$1.7M	4.5%
Nuveen Lifecycle Index 2055 R6 Mutual Fund	Mutual Funds	—	—	$1.6M	4.2%
Nuveen Lifecycle Index 2060 R6 Mutual Fund	Mutual Funds	—	—	$1.4M	3.7%
Vanguard Federal Money Market Inv Money Market	Mutual Funds	—	—	$1.1M	2.9%
Hartford Core Equity R6 Mutual Fund	Other securities	—	—	$1.0M	2.8%
Schwab Self-Direct Cash Fund V Variable Annuity Contract ** 71 PIMCO Income Instl Mutual Fund	Mutual Funds	—	—	$1.0M	2.7%
Vanguard Total Bond Market Index Adm Mutual Fund	Mutual Funds	—	—	$884K	2.4%
Transamerica TS&W International Equity I Mutual Fund	Other securities	—	—	$824K	2.2%
Vanguard Total World Stock Index Adm Mutual Fund	Mutual Funds	—	—	$770K	2.1%
VALIC Stock Index Fund Variable Annuity Contract	Common Collective Trusts	—	—	$631K	1.7%
Nuveen Lifecycle Index 2010 R6 Mutual Fund	Mutual Funds	—	—	$607K	1.6%
Nuveen Lifecycle Index Retirement Inc R6 Mutual Fund	Mutual Funds	—	—	$572K	1.5%
VALIC Fixed Account Plus Investment Contract	Other securities	—	—	$435K	1.2%
Principal SmallCap R6 Principal 0	Other securities	—	—	$332K	0.9%
Schwab Self-Direct Fund Schwab 0 71 Various Rates and Maturities Participant's Loan Account 0	Mutual Funds	—	—	$322K	0.9%
Notes receivable from participants maturing through November 2045 -	Other securities	—	—	$321K	0.9%
Nuveen Lifecycle Index 2020 R6 Mutual Fund	Mutual Funds	—	—	$300K	0.8%
Vanguard Real Estate Index Adm Mutual Fund	Mutual Funds	—	—	$77K	0.2%
PIMCO Inftn Response Multi-Asset Instl Mutual Fund	Mutual Funds	—	—	$73K	0.2%
VALIC Vanguard Windsor II Variable Annuity Contract	Mutual Funds	—	—	$68K	0.2%
VALIC Loan Collateral Fund Variable Annuity Contract	Other securities	—	—	$67K	0.2%
VALIC Mid Cap Strategic Growth Variable Annuity Contract	Other securities	—	—	$53K	0.1%
Nuveen Lifecycle Index 2015 R6 Mutual Fund	Mutual Funds	—	—	$48K	0.1%
VALIC US Socially Responsible Fund Variable Annuity Contract	Other securities	—	—	$45K	0.1%
VALIC Loan Escrow Fund Variable Annuity Contract ** 925 * VALIC Mid Cap Index Fund Variable Annuity Contract	Common Collective Trusts	—	—	$44K	0.1%
VALIC Ariel Fund Variable Annuity Contract	Other securities	—	—	$36K	<0.1%
VALIC Small Cap Index Fund Variable Annuity Contract	Common Collective Trusts	—	—	$34K	<0.1%
VALIC Science & Technology Fund Variable Annuity Contract	Other securities	—	—	$31K	<0.1%
VALIC Large Capital Growth Variable Annuity Contract	Other securities	—	—	$30K	<0.1%
VALIC Systematic Value Fund Variable Annuity Contract	Other securities	—	—	$22K	<0.1%
VALIC International Equities Index Fund Variable Annuity Contract	Common Collective Trusts	—	—	$22K	<0.1%
VALIC International Growth Fund Variable Annuity Contract	Other securities	—	—	$22K	<0.1%
VALIC International Value Fund Variable Annuity Contract	Other securities	—	—	$20K	<0.1%
VALIC Emerging Economies Variable Annuity Contract	Other securities	—	—	$19K	<0.1%
VALIC High Yield Bond Fund Variable Annuity Contract	Other securities	—	—	$18K	<0.1%
VALIC Core Bond Fund Variable Annuity Contract	Other securities	—	—	$17K	<0.1%
VALIC Short Term Fixed Account Investment Contract	Other securities	—	—	$10K	<0.1%
VALIC International Opportunities Variable Annuity Contract	Other securities	—	—	$9K	<0.1%
VALIC Vanguard LT Investment Grade Fund Variable Annuity Contract	Mutual Funds	—	—	$8K	<0.1%
VALIC Mid Cap Value Fund Variable Annuity Contract	Other securities	—	—	$5K	<0.1%
VALIC International Socially Responsible Fund Variable Annuity Contract	Other securities	—	—	$4K	<0.1%
VALIC Small Cap Special Value Fund Variable Annuity Contract	Other securities	—	—	$4K	<0.1%
VALIC Global Real Estate Fund Variable Annuity Contract	Other securities	—	—	$4K	<0.1%