Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 16 in 2023
Providers › Silicon Valley Retirement Services
Silicon Valley Retirement Services
- Service provider, as named on Schedule C
- EIN 272233898
- Plan year 2024
- Direct compensation reported $536,873
Assets of those plans
$872,306,187
0.01% 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
$536,873
100% 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 code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 11 |
| 50 | Direct payment from the plan | 6 |
| 28 | Investment management | 4 |
| 64 | Recordkeeping fees | 1 |
| 59 | Shareholder servicing fees | 1 |
| 49 | Other services | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 15 | Recordkeeping and information management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Kennedy/jenks Consultants, Inc. Profit Sharing Retirement Plan | Kennedy/jenks Consultants | $147,957,144 | 719 | $28,600 |
| Barracuda Networks 401(k) Plan | Barracuda Networks | $134,361,996 | 1,522 | $16,400 |
| Anaplan, Inc. 401(k) Plan | Anaplan | $124,689,163 | 1,505 | $47,764 |
| Auto-chlor System, Inc. Profit Sharing and 401(k) Plan | Auto-chlor System of Washington | $90,733,631 | 1,009 | $32,296 |
| Sprinklr 401(k) Plan | Sprinklr | $71,777,818 | 1,244 | $48,000 |
| Del Grande Dealer Group 401(k) Plan | Del Grande Dealer Group | $43,791,068 | 1,332 | $28,775 |
| Smartthings 401(k) Plan | Smartthings | $43,553,447 | 335 | $28,465 |
| CSS Payroll 401(k) Plan | CSS Payroll | $42,930,108 | 1,420 | $32,400 |
| Lronclad 401(k) Plan | Ironclad | $34,156,233 | 538 | $36,859 |
| Appdirect 401(k) Planrecordkeeper | AppDirect | $30,276,134 | 550 | $32,381 |
| Vaxcyte 401(k) Plan | Vaxcyte | $25,479,900 | 393 | $42,603 |
| Mural 401(k) Plan | Tactivos | $20,726,502 | 532 | $87,300 |
| Netease 401(k) Plan | Netease Information Technology | $19,731,657 | 362 | $11,355 |
| Redaptive, Inc. 401(k) Plan | Redaptive | $19,647,634 | 244 | $17,170 |
| Celestica Precision Machining 401(k) Plan | Celestica Precision Machining | $18,086,255 | 365 | $36,000 |
| Vista Entertainment Solutions (USA) Inc. 401(k) Plan | Vista Entertainment Solutions (USA) | $4,407,497 | 89 | $10,505 |
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.