# Savant Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/savant-systems-inc-401k-plan

> Savant Systems, INC.'s 401(k) plan: 394 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Savant Systems, INC.

- **Sponsor EIN:** 851002349

- **Sponsor Address:** 45 PERSEVERANCE WAY, HYANNIS, MA, 02601

- **Plan Type:** 401(k)

- **Total Participants:** 394

- **Total Assets:** $44.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|394|$44.7M|$1.4M|$4.3M|

| 2023|423|$38.4M|$1.5M|$4.7M|

| 2022|485|$32.1M|$2.4M|$6.5M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$59,418|—|$59,418|

| CETERA ADVISORS LLC|BROKER|—|$29,185|$29,185|

| TRANSAMERICA LIFE INSURANCE COMPANY|RECORDKEEPER|$12,153|—|$12,153|

| PKF O'CONNOR DAVIES, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [TRANSAMERICA LIFE INSURANCE COMPANY](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [PKF O'CONNOR DAVIES, LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $100,756

- **Estimated Expense Ratio:** 0.226% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$75,349|$3,645|—|—|—|

| 2023|$22,949|—|—|—|—|

| 2022|$22,390|—|—|—|—|

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