# Savy &amp; Savy, P. C. DC Plan
Source: https://planprovider.pro/companies/savy-savy-p-c-plan

> Savy &amp; Savy, P. C.&#39;s DC plan: 5 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Savy & Savy, P. C.

- **Sponsor EIN:** 043091380

- **Sponsor Address:** 33 BROAD STREET, SUITE 1001, BOSTON, MA, 02109

- **Plan Type:** DC

- **Total Participants:** 5

- **Total Assets:** $7.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|5|$7.7M|$132,869|$14,500|

| 2023|5|$6.8M|$128,000|$16,000|

| 2022|5|$6.4M|$93,000|$0|

## Similar Plans

- [Sullivan, Dixon & Company P.C.](https://planprovider.pro/companies/sullivan-dixon-company-p-c-401k-plan) — 5 participants

- [Lombardi, Clairmont & Keegan](https://planprovider.pro/companies/lombardi-clairmont-keegan-plan) — 6 participants

- [Tulis, Miller & Company LLP](https://planprovider.pro/companies/tulis-miller-company-llp-plan) — 4 participants

- [Griffin And Company, PC](https://planprovider.pro/companies/griffin-and-company-pc-plan) — 6 participants

- [Milne Shaw & Robillard PC](https://planprovider.pro/companies/milne-shaw-robillard-pc-401k-plan) — 6 participants

- [Gary M. Dellaposta Cpa PC](https://planprovider.pro/companies/gary-m-dellaposta-cpa-pc-plan) — 6 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/savy-savy-p-c-plan)

&copy; 2026 PlanProvider.Pro
