# Seravalli Financial Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/seravalli-financial-group-inc-401k-plan

> Seravalli Financial Group, INC.'s 401(k) plan: 250 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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