Savela & Associates, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Savela & Associates, INC.
  • Sponsor EIN: 631181380
  • Sponsor Address: 3595 GRANDVIEW PARKWAY, SUITE 450, BIRMINGHAM, AL, 352431922
  • Plan Type: 401(k)
  • Total Participants: 15
  • Total Assets: $1.9M

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: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202415$1.9M$31,755$138,838
202315$1.5M$22,607$135,450
202214$1.1M$33,011$138,252

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