How big is Savant, Inc.'s plan?

Savant, Inc.'s plan reported $620K in assets and 4 participants for 2024.

Original filing (PDF)20250712041744NAL0006785457001

Savant, Inc.

Name: Savant, Inc. — Savant, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Savant, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Savant, Inc. 401(k) Plan

401(k) retirement plan · Savant, Inc.'s Savant, Inc. 401(k) Plan held $620K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$620K

Net assets (EOY)

$620K

Plan identifiers

Savant, Inc.'s EIN is 32-0336471.

EIN 32-0336471

Plan number 002

Plan year 2024

ACK ID 20250712041744NAL0006785457001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Savant, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

SAVANT, INC.

EIN

all filings

Address

975 CAMINO VERDE CIRCLE · WALNUT CREEK, CA · 94597

Phone

(925) 899-1362

Industry

Information / Tech / Media

Plan administrator