Plan Snapshot
- Plan Sponsor: Silicon Valley International School
- Sponsor EIN: 942599581
- Sponsor Address: 151 LAURA LANE, PALO ALTO, CA, 943033221
- Plan Type: 403(b)
- Plan Number: 001
- Total Participants: 165
- Total Assets: $30.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: Yes
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 165 | $30.2M | $625,030 | $1.7M |
| 2023 | 142 | $25.0M | $550,475 | $1.5M |
| 2022 | 208 | $20.5M | $503,336 | $1.2M |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $698 | — | $698 | — | — |
| 2023 | $802 | — | $802 | — | — |
| 2022 | $476 | — | $476 | — | — |