SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(k) Plan
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.
The SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(k) on its latest Form 5500
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.
Who runs the SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(k)?
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): WEALTH ENHANCEMENT GROUP, NEWPORT TRUST.
How to check your SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(k)
- Log in to Newport Group’s participant portal (the site on your statements).
- Ask SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).