Original filing (PDF)20251008134823NAL0013559570001

SAVITT PARTNERS LLC

Name: SAVITT PARTNERS LLC — SAVITT PARTNERS LLC INCENTIVE SAVINGS PLAN & TRUST, Form 5500 (2024)
Creator: SAVITT PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

SAVITT PARTNERS LLC INCENTIVE SAVINGS PLAN & TRUST

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAVITT PARTNERS LLC.

Plan sponsor

Name

SAVITT PARTNERS LLC

EIN

26-1374496

Address

530 SEVENTH AVENUE · NEW YORK, NY · 10018

Phone

(212) 452-6049

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

3J · U.S. plan covering Puerto Rico residents

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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