SVB Financial Group 401k and Employee Stock Ownership Plan is a defined contribution plan with a profit-sharing component, 401k feature, and ESOP component. This plan has a BrightScope Rating of 87, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. SVB Financial Group 401k and Employee Stock Ownership Plan currently has over 2,300 active participants and over $356.6M in plan assets.
|1.||SVB Financial Group Common Stock||16%|
|2.||Fidelity Spartan 500 Index||10%|
|3.||Fidelity Blue Chip Growth||8%|
3003 Tasman Drive, M/S Hc 130
Santa Clara, CA 95054
|Net Plan Assets||$357,000,000|
|Avg Account Balance||$150,000|
|First-Citizens Bank & Trust Company||77.1|
|First Niagara Financial Group||73.3|
|Hancock Holding Company||70.0|
|Consultant||Financial Telesis, Inc.|
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice.
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