Savibank 401(k) Retirement Plan & Trust
Sponsored by Savi Financial Corporation · EIN 823841877 · Plan #001
- Total assets
- $10.0M
- Net assets
- $10.0M
- Active participants
- 135
- With balances
- 132
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 |
|---|---|---|
| Mid Atlantic Trust Company | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $12,443 |
| American United Life Insurance Co | Recordkeeping, Direct payment from the plan, Other insurance wrap fees | $5,459 |
| Edward D Jones And Co | Consulting (general), Consulting fees | $0 |