# Sva Certified Public Accountants, S.C. 401(k) Plan
Source: https://planprovider.pro/companies/sva-certified-public-accountants-s-c-401k-plan

> Sva Certified Public Accountants, S.C.'s 401(k) plan: 206 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/brown-edwards-and-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|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/sva-certified-public-accountants-s-c-401k-plan)

© 2026 PlanProvider.Pro