Plan Snapshot
- Plan Sponsor: Savi Financial Corporation
- Sponsor EIN: 823841877
- Sponsor Address: 208 E. BLACKBURN, MOUNT VERNON, WA, 98273
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $29,884
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. |
|---|---|---|---|---|
| 2025 | 0 | $29,884 | $0 | $0 |
| 2024 | 135 | $10.0M | $393,424 | $893,727 |
| 2023 | 145 | $9.2M | $422,892 | $937,543 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $6,787 | $35,212 | $41,999 |
| MID ATLANTIC TRUST COMPANY | Other Service Provider | $31,049 | — | $31,049 |
| EDWARD D JONES AND CO | Other Service Provider | — | $23,647 | $23,647 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,695
- Estimated Expense Ratio: 323.568% 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 |
|---|---|---|---|---|---|
| 2025 | $12,383,261 | — | — | $31,068 | — |
| 2024 | $17,366 | — | — | $16,352 | — |
| 2023 | $25,177 | — | — | $14,500 | — |