How big is Savvymoney's plan?

Savvymoney's plan reported $4.2M in assets and 101 participants for 2024.

Original filing (PDF)20250713170505NAL0000382449001

Savvymoney

Name: Savvymoney — Savvymoney Retirement Trust, Form 5500 (2024)
Creator: Savvymoney
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Savvymoney Retirement Trust

401(k) retirement plan · Savvymoney's Savvymoney Retirement Trust held $4.2M in plan assets for 101 participants in 2024.

Active participants

101

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

Plan Sponsor signed Savvymoney's 2024 Form 5500 as plan administrator.

Plan Sponsor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Savvymoney's EIN is 26-2532202.

EIN 26-2532202

Plan number 001

Plan year 2024

ACK ID 20250713170505NAL0000382449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Savvymoney from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Savvymoney's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAVVYMONEY.

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score