Plan Snapshot
- Plan Sponsor: Savills, INC
- Sponsor EIN: 131813318
- Sponsor Address: 399 PARK AVENUE, 11TH FLOOR, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 582
- Total Assets: $80.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 582 | $80.5M | $135,628 | $10.4M |
| 2023 | 643 | $62.0M | $579,860 | $4.0M |
| 2022 | 518 | $51.3M | $595,610 | $3.6M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | NONE | $53,250 | — | $53,250 |
| T ROWE PRICE RPS INC | NONE | $6,005 | — | $6,005 |
| RUSSELL A. GLICK, CPA LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $59,255
- Estimated Expense Ratio: 0.074% 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 | $59,255 | $53,250 | — | — | — |
| 2023 | $51,744 | $17,750 | — | $28,125 | — |
| 2022 | $4,224 | — | — | — | — |