Plan Snapshot
- Plan Sponsor: Saville Cpas & Advisors, LLC
- Sponsor EIN: 900525804
- Sponsor Address: 700 N. PEARL, SUITE 1900, DALLAS, TX, 752012814
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $16.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 149 | $16.1M | $676,416 | $1.4M |
| 2023 | 132 | $12.5M | $547,889 | $1.1M |
| 2022 | 116 | $10.6M | $456,998 | $881,622 |
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 |
|---|---|---|---|---|
| THE WHITLOCK COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE WHITLOCK COMPANY — 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 | $19,809 | $736 | — | — | — |
| 2023 | $14,049 | — | $14,049 | — | — |
| 2022 | $10,951 | — | $10,951 | — | — |