What public Form 5500 filings show about the SAVI Financial Corporation 401(k) plan — and how to find and check your own account.
SAVI Financial Corporation (EIN 82-3841877) reports SAVIBANK 401(K) RETIREMENT PLAN & TRUST on its most recent Form 5500, with $30K in plan assets across 0 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full SAVI Financial Corporation filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SAVI Financial Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MID ATLANTIC TRUST, EDWARD D JONES AND CO.
