Plan Snapshot
- Plan Sponsor: Savvee Consulting INC
- Sponsor EIN: 470936512
- Sponsor Address: 4100 LAFAYETTE CENTER DR STE 303, CHANTILLY, VA, 201511234
- Plan Type: 401(k)
- Total Participants: 120
- Total Assets: $15.0M
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. |
|---|---|---|---|---|
| 2024 | 120 | $15.0M | $460,692 | $898,883 |
| 2023 | 119 | $12.3M | $416,923 | $844,032 |
| 2022 | 111 | $10.9M | $447,296 | $916,387 |
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 |
|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | Investment Advisor | $31,656 | — | $31,656 |
| PAYCHEX, INC. | Recordkeeper | $20,240 | — | $20,240 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,896
- Estimated Expense Ratio: 0.346% 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 | $55,201 | $34,370 | $19,971 | — | — |
| 2023 | $42,967 | $27,726 | $15,241 | — | — |
| 2022 | $45,293 | $31,059 | $14,234 | — | — |