# Saville Cpas & Advisors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/saville-dodgen-company-pllc-401k-plan

> Saville Cpas & Advisors, LLC's 401(k) plan: 149 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

## Similar Plans

- [Calvetti Ferguson, LLC](https://planprovider.pro/companies/calvetti-ferguson-llc-401k-plan) — 151 participants

- [Melton & Melton, LLP](https://planprovider.pro/companies/melton-melton-llp-plan) — 138 participants

- [Maxwell, Locke & Ritter, LLP](https://planprovider.pro/companies/maxwell-locke-ritter-llp-401k-plan) — 161 participants

- [Pattillo, Brown & Hill, L.L.P.](https://planprovider.pro/companies/pattillo-brown-hill-l-l-p-401k-plan) — 162 participants

- [J. Taylor & Associates, LLC](https://planprovider.pro/companies/j-taylor-associates-llc-401k-plan) — 135 participants

- [Lane Gorman Trubitt, LLC](https://planprovider.pro/companies/lane-gorman-trubitt-llc-plan-001) — 131 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/saville-dodgen-company-pllc-401k-plan)

© 2026 PlanProvider.Pro