Silicon Valley Community Foundation 403(b) Retirement Plan
Sponsored by Silicon Valley Community Foundation · EIN 205205488 · Plan #001
- Total assets
- $27.1M
- Net assets
- $27.1M
- Active participants
- 107
- With balances
- 235
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Multnomah Group, Inc. CRD 132131 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $26,370 |
| Moss Adams | Accounting, Investment advisory (plan), Direct payment from the plan | $23,000 |
| Multnomah Group Inc | Investment advisory (plan), Direct payment from the plan | $15,756 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |