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Original filing (PDF)20231017112830NAL0079340498001
SAVIBANK
Form 5500
FILING_RECEIVED
SAVIBANK 401(K) RETIREMENT PLAN & TRUST
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
149
Accounts w/ balance
139
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (12 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAVIBANK.
Plan sponsor
Name
SAVIBANK
EIN
20-2414781
Address
208 E BLACKBURN STE 200 · MOUNT VERNON, WA · 98273
Phone
(360) 707-2272
Industry
Commercial Banking· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VSH, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEADING RETIREMENT SOLUTIONS | 45-1200308 | SEATTLE, WA | NONE | $8K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | INDIANAPOLIS, IN | NONE | $680 | — |
| EDWARD D JONES AND CO | 43-0345811 | — | NONE | $0 | — |
Investments
1 pooled fund· $6.7M(93% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | $6.7M | 92.9% |