Plan Snapshot
- Plan Sponsor: The Savings Group, INC. (EIN 871613364)
- Plan Type: 401(k)
- Total Participants: 502
- Total Assets: $12.3M
- Sponsor State: TX
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 502 | $12.3M | $938,338 | $1.3M |
| 2023 | 646 | $11.4M | $1.3M | $1.9M |
Service Providers
- METZ CPA, PLLC — Auditor
- ASCENSUS — CUSTODIAN ($55,105)
- WATERLOO CAPITAL — ADVISOR ($42,760)
- INWEST RETIREMENT SOLUTIONS — TPA ($11,200)
- GOLDMAN SACHS — RECORDKEEPER ($10,174)