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SILICON VALLEY WEALTH ADVISORS

EIN 77-0529771-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
8
2105 SOUTH BASCOM AVENUE, SUITE 255 - CAMPBELL, CA 95008408-688-0888svwadvisors.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.4M - 8 part

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Retirement#001

SILICON VALLEY WEALTH ADVISORS 401(K) PLAN & TRUST

401k

Assets$1.4M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SILICON VALLEY WEALTH ADVISORS 401(K) PLAN & TRUST401k$1.4M82024
Retirement plans
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