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Original filing (PDF)20250721145744NAL0000756643001
SAVIN ENGINEERS, P.C.
Form 5500
FILING_RECEIVED
SAVIN ENGINEERS PC PROFIT SHARING PLAN
401(k) retirement plan
Active participants
84
Accounts w/ balance
121
Plan assets (EOY)
$28.1M
Net assets (EOY)
$28.1M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAVIN ENGINEERS, P.C..
Plan sponsor
Name
SAVIN ENGINEERS, P.C.
EIN
06-1241917
Address
3 CAMPUS DRIVE · PLEASANTVILLE, NY · 105701602
Phone
(914) 769-3200
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Name
SAVIN ENGINEERS PC
EIN
06-1241917
City
PLEASANTVILLE, NY
Phone
(914) 769-3200
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2E · Profit-sharing
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL PENSION CONSULTANTS LLC | 45-0478171 | BREWSTER, NY | TPA | $6K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARON AND BLETZER | 11-1000111 | — | AUDITOR | $10K | — |
Investments
29 direct securities · 1 pooled fund· $52.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$27.9M
29 holdings
Pooled Separate Account
$24.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D ING LIFE INSURANCE & ANNUITY CO · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $24.1M | 85.6% | |
| Voya Fixed Account Guaranteed account | — | — | — | $3.1M | 10.9% | |
| AmCen Ultra Fund R " | — | — | — | $3.1M | 10.9% | |
| Voya Russell LgCp Indx Prt I " | — | — | — | $2.6M | 9.3% | |
| VY TRwPr Divr MdCp Gr Pt I " | — | — | — | $2.0M | 7.1% | |
| Voya Russell SmCp Indx Prt I " | — | — | — | $1.5M | 5.2% | |
| Voya Russell MdCp Indx Prt I " | — | — | — | $1.4M | 5.0% | |
| VY TRwPr Cap Apprec Port Srv " | — | — | — | $1.2M | 4.4% | |
| TRwPr Retirement 2045 Fund R " | — | — | — | $1.1M | 3.9% | |
| Voya Intermediate Bond Port I " | — | — | — | $1.0M | 3.6% | |
| TRwPr Retirement 2035 Fund R " | — | — | — | $900K | 3.2% | |
| JPMorgan U.S. Equity Fund R2 " | — | — | — | $871K | 3.1% | |
| TRwPr Retirement 2025 Fund R " | — | — | — | $870K | 3.1% | |
| Vangrd VIF - Sm Comp Grw Port " | — | — | — | $864K | 3.1% | |
| Manning & Napier Fund, Inc. Overseas Series " | — | — | — | $816K | 2.9% | |
| VY JPM SmCp Cr Eq Port Srv " | — | — | — | $804K | 2.9% | |
| Voya Fixed Account A " | — | — | — | $774K | 2.8% | |
| Dodge & Cox Stock Fund " | — | — | — | $766K | 2.7% | |
| Voya Govt Money Market Portfolio I Pooled separate account | — | — | — | $765K | 2.7% | |
| TRwPr Retirement 2015 Fund R " | — | — | — | $727K | 2.6% | |
| Vangrd Mid-Cap Vl Indx Fnd Adm " | — | — | — | $699K | 2.5% | |
| Vangrd Sm-Cap Vl Index Fnd Adm " | — | — | — | $506K | 1.8% | |
| American Funds US Gvt Sec R3 " | — | — | — | $482K | 1.7% | |
| American Funds Nw Prspctv R3 " | — | — | — | $406K | 1.4% | |
| TRwPr Retirement 2055 Fund R " | — | — | — | $341K | 1.2% | |
| Voya Global Bond Port I " | — | — | — | $247K | 0.9% | |
| TRwPr Retirement 2060 Fund R " | — | — | — | $101K | 0.4% | |
| Participant Loans (4.25%) - | — | — | — | $8K | <0.1% | |
| Voya Gv Mny Mkt F A (Hld Acct) " | — | — | — | $5K | <0.1% | |
| TRwPr Retirement 2065 Fund R " | — | — | — | $2K | <0.1% |
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