Seravalli Financial Group 401K Profit Sharing Plan

Seravalli Financial Group 401K Profit Sharing Plan is a single-employer defined contribution corporate pension based in Philadelphia, Pennsylvania. Established in 1995, the plan covers all employees of Seravalli Financial Group, who are not considered excluded employees as defined by the plan and who have one year of service and are age 21 or older. The assets are managed by the executive management team. Principal Trust Company serves as custodian of the plan.