# Second Harvest Of Silicon Valley 403(b) Plan
Source: https://planprovider.pro/companies/second-harvest-of-silicon-valley-942614101-001

> Second Harvest Of Silicon Valley's 403(b) plan: 274 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Second Harvest Of Silicon Valley

- **Sponsor EIN:** 942614101

- **Sponsor Address:** 750 CURTNER AVENUE, SAN JOSE, CA, 95125

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 274

- **Total Assets:** $37.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|274|$37.2M|$1.3M|$2.2M|

| 2023|303|$31.3M|$1.3M|$2.3M|

| 2022|321|$24.2M|$1.1M|$2.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| THE VANGUARD GROUP, INC.|Other Service Provider|$36,008|—|$36,008|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $36,008

- **Estimated Expense Ratio:** 0.097% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$36,008|—|$36,008|—|—|

| 2023|$40,699|—|$39,914|—|—|

| 2022|$36,560|—|$35,844|—|—|

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