SVA CERTIFIED PUBLIC ACCOUNTANTS
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-4 YoYRank #1913 of mapped providers
Assets under administration$128M0.0%Market share · rank #6853
Fees received$48,933Median $11,750/planSum across Schedule C direct + indirect
Net wins YoY-32 won · 5 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical SVA CERTIFIED PUBLIC ACCOUNTANTS plan look like?
Service mix · median fees per plan
Count of plans where SVA CERTIFIED PUBLIC ACCOUNTANTS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 4 | $11,750 | |
Other feesCode 99 | 1 | $1,183 |
Competitor overlap
Percent of SVA CERTIFIED PUBLIC ACCOUNTANTS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under SVA CERTIFIED PUBLIC ACCOUNTANTS.
| Sponsor | From | Assets |
|---|---|---|
PREMIER REAL ESTATE MANAGEMENT, LLCWI · 391872177-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $7M |
ECM HOLDING GROUP, INC.WI · 451664669-003 | ESOP PARTNERS LLC | $6M |
Plans lost in 2024
Appeared last year under SVA CERTIFIED PUBLIC ACCOUNTANTS; not this year.
| Sponsor | To | Assets |
|---|---|---|
DENTAL HEALTH ASSOCIATES OF MADISON, LTD.WI · 391190243-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $62M |
FCA, LLCIL · 264300900-001 | ANDERSON, LOWER, WHITLOW, P.C. | $19M |
ROSEN HYUNDAI ENTERPRISES, LLCIL · 473339060-001 | ASCENSUS LLC | $6M |
HAYAT PHARMACY, LLCWI · 831411818-001 | SATURNA TRUST COMPANY | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
LPI DIGITAL, LLCWI · 391160869-001 | $44M | 535 | $12,550 | 6y | 1 |
WDI, LLCWI · 204213074-001 | $31M | 324 | $11,750 | 5y | - |
PRAIRIE STATE LEGAL SERVICES INC.IL · 371030764-002 | $25M | 270 | $11,700 | 9y | - |
THE BRUCE COMPANY OF WISCONSIN, INC.WI · 390904663-001 | $22M | 324 | $11,750 | 8y | - |
PREMIER REAL ESTATE MANAGEMENT, LLCWI · 391872177-001 | $7M | 341 | $1,183 | 1y | 1 |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (12)
Raw Schedule C names collapsed into SVA CERTIFIED PUBLIC ACCOUNTANTS.
- SVA
- SVA CERITIFIED PUBLIC ACCOUNTANTS
- SVA CERTIFIED PUBLIC
- SVA CERTIFIED PUBLIC ACCOUNTANTS
- SVA CERTIFIED PUBLIC ACCOUNTANTS S
- SVA CERTIFIED PUBLIC ACCOUNTANTS SC
- SVA CERTIFIED PUBLIC ACCOUNTANTS, S
- SVA CERTIFIED PUBLIC ACCOUNTANTS,SC
- SVA CERTIFIED PUBLIC ACCOUNTS SC
- SVA FINANCIAL, LLC
- SVA WEALTH MANAGEMENT
- SVA WEALTH MANAGEMENT LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for SVA CERTIFIED PUBLIC ACCOUNTANTS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 20.00% | 1.76% | +18.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with SVA CERTIFIED PUBLIC ACCOUNTANTS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent