Plan Ledger DOL Form 5500 · updated monthly

Sv-Dvf Holdings, LLC401(k)

DIVERSIFIED SEARCH GROUP RETIREMENT PLAN · PHILADELPHIA, PA · plan year 2023

Reported admin expense ratio · 2023
0.32%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Sv-Dvf Holdings, LLC reported $139,455 in plan administrative expenses for 2023: 0.32% of average plan assets, above the peer median. Employer contributions averaged $4,296 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.29% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 819th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,845th of 11,654 in professional & technical services. In 2023, employees put in $2.94 for every $1.00 the employer contributed; active participation has shrunk from 340 to 304 since 2022.

Plan summary
Net assets, end of year$48,067,995
Participants with balances330
Active participants304
Employer contributions$1,305,883
Employee contributions$3,836,015
Employer contribution per active participant$4,296
Average account balance$145,661
Benefits paid to participants$4,011,303
Plan auditUnmodified (clean) audit opinion
AuditorFISCHER CUNNANE & ASSOCIATES LTD
Plan history3
Yearassets · accounts · employer contribution
2024$47.0M · 351 accts · $954K emplr
2023$48.1M · 330 accts · $1.3M emplr
2022$40.2M · 411 accts · $1.3M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$139,455
Total administrative$139,455
The Sv-Dvf Holdings, LLC 401(k) match · 2023
Employer contribution per active participant$4,296
Median for plans this size$2,440
2024$3,572 per active participant
2023$4,296 per active participant
2022$3,885 per active participant

Sv-Dvf Holdings, LLC's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20237
FUND ONE ENTERPRISE HOLDINGS LLC$33,790
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$31,471
DWC ERISA CONSULTANTS LLC · Contract administrator$25,199
FISHER CUNNANE & ASSOCIATES · Accounting / audit$15,900
TOWERS WATSON INVESTMENT SERVICES I · Investment advisory (plan)$10,763
EMPOWER ADVISORY GROUP, LLC · Investment management$7,642

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$162,344 · 0.34%
2023$139,455 · 0.32%
2022$126,550 · 0.29%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Lumanity Inc. PA$48.9M · 0.25%
Genesis Engineers, Inc. PA$46.4M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833359849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.