Plan Snapshot
- Plan Sponsor: Sva Certified Public Accountants, S.C.
- Sponsor EIN: 391203191
- Sponsor Address: 1221 JOHN Q. HAMMONS DRIVE, MADISON, WI, 53717
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $110.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 206 | $110.1M | $1.5M | $2.3M |
| 2023 | 206 | $111.1M | $1.4M | $2.2M |
| 2022 | 206 | $104.9M | $1.3M | $2.3M |
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 |
|---|---|---|---|---|
| WEALTH ENHANCEMENT GROUP | ADVISOR | $44,000 | — | $44,000 |
| NEWPORT GROUP, INC. | RECORD KEEPER | $38,243 | — | $38,243 |
| NEWPORT TRUST COMPANY | TRUSTEE | $33,147 | — | $33,147 |
| BROWN, EDWARDS & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $115,390
- Estimated Expense Ratio: 0.105% 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 | $115,390 | $44,000 | — | — | — |
| 2023 | $130,968 | $44,000 | $49,070 | — | — |
| 2022 | $131,123 | $44,000 | $53,396 | — | $33,727 |