SVA Plumb Financial

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

397

Total plan assets

$14.3M

Filings (rows)

Direct comp

$48K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Amtraco American Trading Companies LLC Amtraco 401(k) Plan · all filings	FRANKSVILLE, WI	Advisor / Consultant	146	$5.3M	$18K	$0
Amtraco American Trading Companies LLC Amtraco 401(k) Plan · all filings	FRANKSVILLE, WI	Advisor / Consultant	87	$5.0M	$17K	$0
Community Living Connections, Inc. Community Living Connections, Inc. 401(k) Retirement Plan · all filings	MADISON, WI	Advisor / Consultant	164	$4.0M	$13K	$0