Diversified Search Group Retirement Plan — Form 5500 plan (Sv-Dvf Holdings, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Diversified Search Group Retirement Plan is a benefit plan reported by Sv-Dvf Holdings, LLC under EIN 83-3359849 and plan number 001. The latest loaded filing year is 2023. The filing reports 424 participants and $48,067,995 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sv-Dvf Holdings, LLC
- EIN
- 83-3359849
- Plan number
- 001
- Plan type
- 2
- Location
- Philadelphia, PA
- Latest filing year
- 2023
- Participants
- 424
- End-of-year plan assets
- $48,067,995
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 424 | H, C | 20241014132505NAL0052422626001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,067,995
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,067,995
- Net assets (BOY)
- $40,167,147
Income & contributions
- Employer contributions
- $1,305,883
- Participant contributions
- $3,836,015
- Total contributions
- $5,452,921
- Total income / additions
- $12,058,323
Expenses & distributions
- Benefits paid
- $4,011,303
- Administrative expenses
- $139,455
- Total expenses
- $4,157,475
- Net increase / (decrease)
- $7,900,848
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fund One Enterprise Holdings LLC | OTHER | $33,790 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services LLC | INVESTMENT ADVISOR | $31,471 | not reported in the loaded dataset | 2023 |
| Dwc Erisa Consultants LLC | CONTRACT ADMIN | $25,199 | not reported in the loaded dataset | 2023 |
| Fisher Cunnane & Associates | AUDITOR | $15,900 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $14,308 | $0 | 2023 |
| Towers Watson Investment Services I | INVESTMENT ADVISOR | $10,763 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,642 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sv-Dvf Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Philadelphia, PA
- Fund One Enterprise Holdings LLC — Schedule C compensation
- Kestra Advisory Services LLC — Schedule C compensation
- Dwc Erisa Consultants LLC — Schedule C compensation
- Fisher Cunnane & Associates — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Towers Watson Investment Services I — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation