Plan Snapshot
- Plan Sponsor: Savista, LLC
- Sponsor EIN: 844304977
- Sponsor Address: 200 NORTH POINT CTR EAST, SUITE 101, ALPHARETTA, GA, 30022
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,040
- Total Assets: $91.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 2,040 | $91.7M | $0 | $0 |
| 2024 | 1,405 | $81.3M | $1.8M | $6.1M |
| 2023 | 1,410 | $71.9M | $1.7M | $5.9M |
| 2022 | 1,530 | $62.7M | $2.1M | $6.9M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $127,530 | — | $127,530 |
| GREENSPRING ADVISORS | Investment Advisor | $43,085 | — | $43,085 |
| BAKER TILLY US, LLP | Auditor | $9,000 | — | $9,000 |
| HANCOCK ASKEW & CO., LLP | Auditor | $9,000 | — | $9,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $188,615
- Estimated Expense Ratio: 0.206% 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 |
|---|---|---|---|---|---|
| 2025 | $12,503,235 | — | — | $18,000 | — |
| 2024 | $182,556 | — | — | $16,500 | — |
| 2023 | $197,664 | — | — | $16,000 | — |
| 2022 | $220,372 | — | — | — | — |