Plan Snapshot
- Plan Sponsor: Savatree, LLC
- Sponsor EIN: 133257374
- Sponsor Address: 550 BEDFORD RD, BEDFORD HILLS, NY, 10507
- Plan Type: 401(k)
- Total Participants: 2,877
- Total Assets: $81.5M
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 | 2,877 | $81.5M | $1.3M | $8.8M |
| 2023 | 2,442 | $68.6M | $1.0M | $7.3M |
| 2022 | 2,243 | $57.3M | $929,399 | $6.6M |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — 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 | $236,070 | $45,373 | $600 | — | — |
| 2023 | $33,938 | — | $1,200 | — | — |
| 2022 | $55,773 | — | — | — | — |