Savista 401(k) Plan
Sponsored by Savista, Llc · EIN 844304977 · Plan #001
- Total assets
- $81.3M
- Net assets
- $81.3M
- Active participants
- 1,405
- With balances
- 1,792
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Greenspring Advisors, Llc CRD 132669 | deterministic · 100% | 2024 |
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 | $123,816 |
| Greenspring Advisors | Investment advisory (plan) | $42,240 |
| Hancock Askew & Co., Llp | Accounting | $16,500 |