Savista 401(K) Plan — Form 5500 plan (Savista, 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, Savista 401(K) Plan is a benefit plan reported by Savista, LLC under EIN 84-4304977 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,530 participants and $71,903,388 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Savista, LLC
EIN
84-4304977
Plan number
001
Plan type
2
Location
Alpharetta, GA
Latest filing year
2023
Participants
1,530
End-of-year plan assets
$71,903,388

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,530H, C20240926154128NAL0000878561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$71,903,388
Total liabilities (EOY)
$0
Net assets (EOY)
$71,903,388
Net assets (BOY)
$62,708,887

Income & contributions

Employer contributions
$1,734,398
Participant contributions
$5,924,310
Total contributions
$8,433,245
Total income / additions
$19,388,471

Expenses & distributions

Benefits paid
$9,986,816
Administrative expenses
$197,664
Total expenses
$10,193,970
Net increase / (decrease)
$9,194,501

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$140,252$02023
Greenspring AdvisorsINVESTMENT ADVISOR$41,412not reported in the loaded dataset2023
Hancock Askew & Co., LlpACCOUNTANT/AUDITOR$16,000not reported in the loaded dataset2023

Related Form 5500 pages