Original filing (PDF)20250915105936NAL0000668691001

SAVASTA AND COMPANY, INC.

Name: SAVASTA AND COMPANY, INC. — SAVASTA AND COMPANY, INC. EMPLOYEES PENSION TRUST, Form 5500 (2023)
Creator: SAVASTA AND COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

SAVASTA AND COMPANY, INC. EMPLOYEES PENSION TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$16.7M

Net assets (EOY)

$16.7M

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAVASTA AND COMPANY, INC..

Plan sponsor

Name

SAVASTA AND COMPANY, INC.

EIN

13-3879959

Address

655 3RD AVE STE 1200 · NEW YORK, NY · 100179118

Phone

(212) 308-4200

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-12-01

Tax period

2024-11-30

Filed

2025-09-15

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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