Plan Snapshot
- Plan Sponsor: Savaria Usa INC.
- Sponsor EIN: 030350877
- Sponsor Address: 70 COMMERCE CENTER, GREENVILLE, SC, 29615
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $8.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 102 | $8.2M | $318,541 | $585,829 |
| 2023 | 101 | $7.1M | $290,120 | $532,320 |
| 2022 | 93 | $6.0M | $266,155 | $501,624 |
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 |
|---|---|---|---|---|
| ELLIOTT DAVIS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIOTT DAVIS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $37,651 | $19,002 | $18,649 | — | — |
| 2023 | $30,571 | $15,665 | $14,906 | — | — |
| 2022 | $31,057 | $15,392 | $15,665 | — | — |