Seravalli Financial Group, Inc. 401 K Profit Sharing Plan
Sponsored by Seravalli Financial Group, Inc. · EIN 232527474 · Plan #001
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 250
- With balances
- 136
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Summit Financial, Llc CRD 299322 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $45,423 |
| The Mandmarblestone Group Llc | Contract administrator, Direct payment from the plan, Other services | $1,445 |
| Tfs Securities Inc | Investment advisory (plan), Other fees | $0 |
| Summit Financial Llc | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |