Plan Ledger DOL Form 5500 · updated monthly

Sv Inc401(k)

SV INC 401(K) PROFIT SHARING PLAN & TRUST · MONROEVILLE, PA · plan year 2022

Reported admin expense ratio · 2022
1.88%

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

Sv Inc reported $10,471 in plan administrative expenses for 2022: 1.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,604 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Pennsylvania (3,561st of 3,651), and 11,397th of 11,654 in professional & technical services. In 2022, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$586,168
Participants with balances98
Active participants70
Employer contributions$112,284
Employee contributions$176,058
Employer contribution per active participant$1,604
Average account balance$5,981
Benefits paid to participants$123,585
Plan auditUnmodified (clean) audit opinion
AuditorH2R CPA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,690
Investment management$2,781
Total administrative$10,471
The Sv Inc 401(k) match · 2022
Employer contribution per active participant$1,604
Median for plans this size$331

Sv Inc's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$10,471 · 1.88%
Similar plansProfessional & Technical Services · Pennsylvania
Freedom Now Home Care LLC PA$627K · 4.48%
Revitas Inc PA$47K · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832441072 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.