What public Form 5500 filings show about the Seravalli Financial Group, Inc. 401(k) plan — and how to find and check your own account.
Seravalli Financial Group, Inc. (EIN 23-2527474) reports SERAVALLI FINANCIAL GROUP, INC. 401K PROFIT SHARING PLAN on its most recent Form 5500, with $13.5M in plan assets across 250 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Seravalli Financial Group, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Seravalli Financial Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TFS SECURITIES, SUMMIT FINANCIAL, WILSHIRE ADVISORS, MANDMARBLESTONE GROUP.
