# Savantage Financial Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/savantage-financial-services-inc-401k-plan

> Savantage Financial Services, INC.'s 401(k) plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Savantage Financial Services, INC.

- **Sponsor EIN:** 363379794

- **Sponsor Address:** 2101 GAITHER ROAD SUITE 350, ROCKVILLE, MD, 20850

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

- **Total Participants:** 138

- **Total Assets:** $41.0M

## 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|138|$41.0M|$458,513|$1.8M|

| 2023|131|$34.4M|$404,103|$1.6M|

| 2022|115|$27.7M|$377,005|$1.5M|

## 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|

| APRIO LLP|Auditor|$13,329|—|$13,329|

### Verified Provider Profiles

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

- [APRIO LLP](https://planprovider.pro/provider/aprio-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $13,329

- **Estimated Expense Ratio:** 0.033% 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|$112,001|$71,676|—|$13,329|—|

| 2023|$102,977|$58,759|—|$21,500|—|

| 2022|$83,057|$56,811|$26,246|—|—|

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