# Savills, INC 401(k) Plan
Source: https://planprovider.pro/companies/savills-inc-401k-plan

> Savills, INC's 401(k) plan: 582 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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