About Silicon Valley Retirement Services, LLC
<p>Founded in 2010 in San Jose, Silicon Valley Retirement Services, LLC works with employers across the Bay Area on retirement plan advisory and fiduciary support. The firm has a two-person team and focuses on hands-on service for plan sponsors and participants.</p> <p>Silicon Valley Retirement Services provides 3(21) fiduciary services, plan design support, and compliance help tied to IRS and U.S. Department of Labor requirements. The firm also offers participant advice, pairing investment lineup guidance with education and one-on-one conversations.</p> <p>As of 2026, Silicon Valley Retirement Services reports $1.4B in assets under management. A key differentiator is its emphasis on combining sponsor-side fiduciary coverage with participant-level advice under one advisory relationship.</p> <p>Services offered include:</p> <ul> <li>3(21) fiduciary investment advice for plan sponsors</li> <li>Plan design and plan change consulting</li> <li>Participant advice and retirement readiness coaching</li> <li>Compliance support for IRS and DOL requirements</li> <li>Investment menu and education program support</li> </ul>
Website: https://svretirementservices.com/
Founded: 2010
Employees: 2
Office Locations
- San Jose, CA (Headquarters)
Services Offered
- 3(21) Investment Advisor
- Plan Design Consulting
- Participant Investment Advice
- Compliance Services
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.4B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN | KENNEDY/JENKS CONSULTANTS, INC., CA | $148M | 507 |
| BARRACUDA NETWORKS 401(K) PLAN | BARRACUDA NETWORKS, INCORPORATED, CA | $134M | 888 |
| ANAPLAN, INC. 401K PLAN | ANAPLAN, INC., CA | $125M | 849 |
| AUTO-CHLOR SYSTEM, INC. PROFIT SHARING AND 401(K) PLAN | AUTO-CHLOR SYSTEM OF WASHINGTON, INC., CA | $91M | 942 |
| SPRINKLR 401(K) PLAN | SPRINKLR, INC., NY | $72M | 738 |
| DEL GRANDE DEALER GROUP 401K PLAN | DEL GRANDE DEALER GROUP, CA | $44M | 1,048 |
| FRIENDFINDER NETWORKS INC. EMPLOYEES RETIREMENT PLAN AND TRUST | FRIENDFINDER NETWORKS INC., FL | $44M | 105 |
| SMARTTHINGS 401(K) PLAN | SMARTTHINGS, INC., CA | $44M | 242 |
| CSS PAYROLL 401(K) PLAN | CSS PAYROLL CO LP, CA | $43M | 1,199 |
| LRONCLAD 401(K) PLAN | IRONCLAD, INC., CA | $34M | 483 |
| APPDIRECT 401(K) PLAN | APPDIRECT, INC., CA | $30M | 410 |
| VAXCYTE 401(K) PLAN | VAXCYTE, INC., CA | $25M | 396 |
| MURAL 401(K) PLAN | TACTIVOS INC, CA | $21M | 215 |
| NETEASE 401(K) PLAN | NETEASE INFORMATION TECHNOLOGY CORP., CA | $20M | 332 |
| REDAPTIVE, INC. 401(K) PLAN | REDAPTIVE, INC., CO | $20M | 171 |
| CELESTICA PRECISION MACHINING 401(K) PLAN | CELESTICA PRECISION MACHINING, CA | $18M | 289 |
| VISTA ENTERTAINMENT SOLUTIONS (USA) INC. 401(K) PLAN | VISTA ENTERTAINMENT SOLUTIONS (USA) INC., CA | $4M | 72 |
| ICON AIRCRAFT, INC. 401(K) PLAN | ICON AIRCRAFT, INC., CA | $4M | 57 |