What public Form 5500 filings show about the SVA Certified Public Accountants, S.C. 401(k) plan — and how to find and check your own account.
SVA Certified Public Accountants, S.C. (EIN 39-1203191) reports SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $110.1M in plan assets across 206 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 SVA Certified Public Accountants, S.C. 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SVA Certified Public Accountants, S.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NEWPORT TRUST, WEALTH ENHANCEMENT GROUP.
