AUMdb

Savage Companies Retirement & Employee Savings Plan

Sponsored by Savage Companies · EIN 870387049 · Plan #001

Total assets
$346M
Net assets
$346M
Active participants
3,575
With balances
4,896

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $403,804
Vanguard Advisers Inc. Investment advisory (participants) $148,065
Mariner Wealth Advisors Consulting (general) $55,000
Tanner Llc Accounting $25,512