Plan Ledger DOL Form 5500 · updated monthly

Silicon Valley Community Foundation403(b)

SILICON VALLEY COMMUNITY FOUNDATION 403(B) RETIREMENT PLAN · MOUNTAIN VIEW, CA · plan year 2024

Reported admin expense ratio · 2024
0.25%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Silicon Valley Community Foundation reported $65,129 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $14,660 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.14% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 2,898th-largest of 9,483 plans among California employers on file, and the 800th of 3,341 in other services. In 2024, the employer put in $1.03 for every $1.00 employees contributed themselves; active participation has shrunk from 122 to 107 since 2022.

Plan summary
Net assets, end of year$27,138,611
Participants with balances235
Active participants107
Employer contributions$1,568,605
Employee contributions$1,519,175
Employer contribution per active participant$14,660
Average account balance$115,483
Benefits paid to participants$3,545,973
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$27.1M · 235 accts · $1.6M emplr
2023$24.9M · 248 accts · $1.6M emplr
2022$21.6M · 243 accts · $630K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,371
Investment management$17,258
Audit (IQPA)$21,500
Total administrative$65,129
Employer contributions to the Silicon Valley Community Foundation plan · 2024
Employer contribution per active participant$14,660
Median for plans this size$2,416
2024$14,660 per active participant
2023$15,334 per active participant
2022$5,161 per active participant

Silicon Valley Community Foundation's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$26,370
MOSS ADAMS · Accounting / audit · Investment advisory (plan)$23,000
MULTNOMAH GROUP INC · Investment advisory (plan)$15,756
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$65,129 · 0.25%
2023$25,698 · 0.11%
2022$35,369 · 0.14%
Same employer
Similar plansOther Services · California
Links Healthcare Group LLC CA$27.3M · 0.80%
Simco Electronics CA$26.8M · 0.51%
San Francisco Spca CA$26.4M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205205488 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.