Silicon Valley Retirement Services, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $0
- Clients
- 50
- Avg AUM / client
- $28.0M
- Accounts
- 50
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Feb 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 50 | $1.4B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Barracuda Networks 401(k) Plan Barracuda Networks, Incorporated | 2024 | |
| Del Grande Dealer Group 401 K Plan Del Grande Dealer Group | 2024 | |
| Vista Entertainment Solutions (Usa) Inc. 401(k) Plan Vista Entertainment Solutions (Usa) Inc. | 2024 | |
| Kennedy/Jenks Consultants, Inc. Profit Sharing Retirement Plan Kennedy/Jenks Consultants, Inc. | 2024 | |
| Sprinklr 401(k) Plan Sprinklr, Inc. | 2024 | |
| Anaplan, Inc. 401 K Plan Anaplan, Inc. | San Francisco, CA | 2024 |
| Smartthings 401(k) Plan Smartthings, Inc. | 2024 | |
| Lronclad 401(k) Plan Ironclad, Inc. | 2024 | |
| Vaxcyte 401(k) Plan Vaxcyte, Inc. | 2024 | |
| Css Payroll 401(k) Plan Css Payroll Co Lp | 2024 | |
| Mural 401(k) Plan Tactivos Inc | 2024 | |
| Auto Chlor System, Inc. Profit Sharing And 401(k) Plan Auto Chlor System Of Washington, Inc. | 2024 | |
| Celestica Precision Machining 401(k) Plan Celestica Precision Machining | 2024 | |
| Redaptive, Inc. 401(k) Plan Redaptive, Inc. | 2024 | |
| Netease 401(k) Plan Netease Information Technology Corp. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Anthony Keswick | Managing Member | Jul 2010 (16y) | 50% – 75% | |
| Timothy Allen Cole | Managing Member, Chief Compliance Officer | CFP | Jul 2010 (16y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (15)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Barracuda Networks 401(k) Plan | Barracuda Networks, Incorporated | 888 | $134M | 01/01/2024 |
| Del Grande Dealer Group 401 K Plan | Del Grande Dealer Group | 1,048 | $43.8M | 01/01/2024 |
| Vista Entertainment Solutions (Usa) Inc. 401(k) Plan | Vista Entertainment Solutions (Usa) Inc. | 72 | $4.4M | 01/01/2024 |
| Kennedy/Jenks Consultants, Inc. Profit Sharing Retirement Plan | Kennedy/Jenks Consultants, Inc. | 507 | $148M | 01/01/2024 |
| Sprinklr 401(k) Plan | Sprinklr, Inc. | 738 | $71.8M | 01/01/2024 |
| Anaplan, Inc. 401 K Plan | Anaplan, Inc. | 849 | $125M | 01/01/2024 |
| Smartthings 401(k) Plan | Smartthings, Inc. | 242 | $43.6M | 01/01/2024 |
| Lronclad 401(k) Plan | Ironclad, Inc. | 483 | $34.2M | 01/01/2024 |
| Vaxcyte 401(k) Plan | Vaxcyte, Inc. | 396 | $25.5M | 01/01/2024 |
| Css Payroll 401(k) Plan | Css Payroll Co Lp | 1,199 | $42.9M | 01/01/2024 |
| Mural 401(k) Plan | Tactivos Inc | 215 | $20.7M | 01/01/2024 |
| Auto Chlor System, Inc. Profit Sharing And 401(k) Plan | Auto Chlor System Of Washington, Inc. | 942 | $90.7M | 01/01/2024 |
| Celestica Precision Machining 401(k) Plan | Celestica Precision Machining | 289 | $18.1M | 01/01/2024 |
| Redaptive, Inc. 401(k) Plan | Redaptive, Inc. | 171 | $19.6M | 01/01/2024 |
| Netease 401(k) Plan | Netease Information Technology Corp. | 332 | $19.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/09/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 09, 2026.
View current Form ADV (SEC/IAPD) ↗