Savatree, Llc
Sponsored by Savatree, Llc · EIN 133257374 · Plan #001
- Total assets
- $81.5M
- Net assets
- $81.5M
- Active participants
- 2,877
- With balances
- 3,351
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $190,697 |
| The Waterford Group Llc | Investment advisory (plan) | $45,373 |