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Company:
Seravalli Financial Group, Inc.
Plan:
Seravalli Financial Group, Inc. Profit Sharing Plan
 

Seravalli Financial Group, Inc.

52 Plan: Seravalli Financial Group, Inc. Profit Sharing Plan

 
 
52
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48
65
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For the average 401k participant, the 13 point difference between this plan's BrightScope Rating (52) and the top rated plan (65) could equate to:
[How is this calculated?]
5 additional years of work
Up to $86,300 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Seravalli Financial Group, Inc. Profit Sharing Plan is a defined contribution plan with a profit-sharing component. This plan has a BrightScope Rating of 52. This plan is in the top 35% of plans for Company Generosity. Seravalli Financial Group, Inc. Profit Sharing Plan currently has over 100 active participants and over $2.5M in plan assets.

 

 
Plan Component Ratings

 Retirement Plan Details

Address 10059 Sandmeyer Ln
Philadelphia, PA 19116-3501 
Industry Full-Service Restaurants
Administrator Charles Seravalli, Jr.
Net Plan Assets $2,470,000
Total Participants 160
Avg Account Balance $17,000

 Compare Other Companies in Peer Group

Clyde 61.7
Dunafon Management 54.3
The Commander's Family of Restaurants 52.5
Bacon Enterprises 51.3
Sole Proprietor 45.4
Twin Oaks 42.2

 Top 3 Funds in this 401k

1. Schwab Money Market 26%
2. Total Limited Partnerships 19%
3. Total Corporate Bonds 8%

  Plan Service Providers

Auditor St. Clair CPAS, P.C.
Administration V.F. Associates, Inc. (Valley Forge Consulting Corporation)

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