AUMdb

Savio House Retirement Plan

Sponsored by Savio House · EIN 840570279 · Plan #001

Total assets
$6.6M
Net assets
$6.6M
Active participants
85
With balances
101

Plan year beginning 01/01/2024 · Profit-sharing, Age/service weighted or new comparability

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
Savio House Account maintenance fees $12,170