Plan Snapshot
- Plan Sponsor: Seravalli Financial Group, INC.
- Sponsor EIN: 232527474
- Sponsor Address: 10059 SANDMEYER LANE, PHILADELPHIA, PA, 19116
- Plan Type: 401(k)
- Total Participants: 250
- Total Assets: $13.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 250 | $13.5M | $266,964 | $525,768 |
| 2023 | 248 | $11.5M | $259,722 | $533,179 |
| 2022 | 331 | $9.4M | $243,157 | $486,946 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 | $46,869 | — | $44,474 | — | — |
| 2023 | $37,635 | — | $36,229 | — | — |
| 2022 | $15,921 | — | $15,921 | — | — |