401k Record

Providers › Silicon Valley Accountancy

Silicon Valley Accountancy

Plans listing this provider

18

0.03% of the 56,420 plans with Schedule H financials; 15 in 2023

Assets of those plans

$6,712,073,015

0.09% of all Schedule H plan assets

Plans where it is the recordkeeper

1

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$380,973

94% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
10Accounting (including auditing)16
16Consulting (general)2
50Direct payment from the plan2
15Recordkeeping and information management1
17Consulting (pension)1
64Recordkeeping fees1
70Consulting fees1
99Other fees1

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Tesla, Inc. 401(k) PlanTesla $2,463,522,98068,149$54,702
HCL America, Inc. 401(k) PlanHCL America $1,489,339,83017,805$0
Renesas Electronics America Inc. 401(k) PlanRenesas Electronics America $1,356,878,7834,306$31,898
Aveva Inc. 401(k) PlanAveva $485,912,0962,306$41,688
Check Point Software Technologies, Inc 401(k) Retirement PlanCheck Point Software Technologies $285,429,6422,228$10,368
Infoblox 401(k) Retirement PlanInfoblox $170,487,5851,016$23,652
Shartsis Friese LLP Profit Sharing/401(k) PlanShartsis Friese $137,441,487141$10,800
PFU America, Inc. 401(k) PlanPFU America $78,255,261325$15,000
C3.AI, Inc. 401(k) PlanC3.ai $60,106,001833$21,762
6sense Insights, Inc. 401(k) Plan6Sense Insights $53,029,007756$22,356
Carlson, Barbee & Gibson, Inc. 401(k) PlanCarlson Barbee & Gibson $31,308,143135$19,818
Palecek Profit Sharing and 401(k) PlanPalecek $26,196,885324$15,400
Sigma Computing Inc 401(k) PlanrecordkeeperSigma Computing $25,069,919602$21,222
Netease 401(k) PlanNetease Information Technology $19,731,657362$5,475
Marquez Brothers International, Inc. and Affiliates 401(k) PlanMarquez Brothers International $14,876,769227$20,088
Mondee 401(k) PlanMondee $13,852,462211$23,760
Lacework, Inc. Retirement Savings PlanLacework $634,5084$22,680
Imperva, Inc. 401(k) PlanImperva $00$20,304

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.