# Savi Financial Corporation 401(k) Plan
Source: https://planprovider.pro/companies/savi-financial-corporation-401k-plan

> Savi Financial Corporation's 401(k) plan: 135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Savi Financial Corporation

- **Sponsor EIN:** 823841877

- **Sponsor Address:** 208 E. BLACKBURN, MOUNT VERNON, WA, 98273

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

- **Total Participants:** 135

- **Total Assets:** $10.0M

## 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|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|

| VSH, PLLC|Auditor|$16,352|—|$16,352|

### Verified Provider Profiles

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

- [VSH, PLLC](https://planprovider.pro/provider/vsh-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,352

- **Estimated Expense Ratio:** 0.164% 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|$17,366|—|—|$16,352|—|

| 2023|$25,177|—|—|$14,500|—|

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