# Sv-Dvf Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sv-dvf-holdings-llc-401k-plan

> Sv-Dvf Holdings, LLC's 401(k) plan: 267 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sv-Dvf Holdings, LLC

- **Sponsor EIN:** 833359849

- **Sponsor Address:** 2005 MARKET STREET, SUITE 3300, PHILADELPHIA, PA, 19103

- **Plan Type:** 401(k)

- **Total Participants:** 267

- **Total Assets:** $47.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|267|$47.0M|$953,662|$3.5M|

| 2023|304|$48.1M|$1.3M|$3.8M|

| 2022|340|$40.2M|$1.3M|$3.7M|

## 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|

| TOWERS WATSON INVESTMENT SERVICES I|INVESTMENT ADVISOR|$48,285|—|$48,285|

| FUND ONE ENTERPRISE HOLDINGS LLC|OTHER|$38,631|—|$38,631|

| DWC ERISA CONSULTANTS LLC|CONTRACT ADMIN|$29,343|—|$29,343|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$17,758|—|$17,758|

| FISHER CUNNANE & ASSOCIATES|AUDITOR|$17,200|—|$17,200|

| FISCHER CUNNANE & ASSOCIATES LTD|Auditor|$17,200|—|$17,200|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$11,638|—|$11,638|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FISCHER CUNNANE & ASSOCIATES LTD](https://planprovider.pro/provider/fischer-cunnane-and-associates-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $180,055

- **Estimated Expense Ratio:** 0.383% of plan assets

### 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|$162,344|$59,923|$29,343|$17,200|—|

| 2023|$139,455|—|$139,455|—|—|

| 2022|$126,550|—|—|—|$126,550|

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