Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan
Sponsored by Sva Certified Public Accountants, S.C. · EIN 391203191 · Plan #001
- Total assets
- $110M
- Net assets
- $110M
- Active participants
- 206
- With balances
- 396
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealth Enhancement Group | Investment advisory (plan) | $44,000 |
| Newport Group, Inc. | Recordkeeping, Recordkeeping fees | $38,243 |
| Newport Trust Company | Trustee (institutional), Trustee (discretionary), Trustee (directed) | $33,147 |