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Original filing (PDF)20251009122607NAL0015497234001
SAVCOP, LTD.
Form 5500
FILING_RECEIVED
THE SAVCOP, LTD. 401(K) PLAN
401(k) retirement plan
Active participants
265
Accounts w/ balance
123
Plan assets (EOY)
$5.1M
Net assets (EOY)
$5.1M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (23 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAVCOP, LTD..
Plan sponsor
Name
SAVCOP, LTD.
EIN
35-2183715
Address
504 N O'CONNOR RD · IRVING, TX · 750177307
Phone
(972) 259-2440
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee 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
2025-10-09
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
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AXA EQUITABLE LIFE INSURANCE CO | 13-5570651 | — | RECORD KEEPER | $12K | — |
Investments
26 direct securities · 1 pooled fund· $9.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$4.0M
1 holding
Uncategorized
$4.0M
25 holdings
Pooled Separate Accounts
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| POOLED SEPARATE ACCOUNT AXA EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $4.0M | 78.6% | |
| s * AXA Equitable EQ/Equity 500 Index N/R | Pooled Separate Accounts | — | — | $1.2M | 23.2% | |
| Insurance General Account * Equitable Life Insurance Equitable Guaranteed Interest Option N/R | — | — | — | $955K | 18.6% | |
| AXA Equitable T. Rowe Price Growth Stock R N/R | — | — | — | $480K | 9.3% | |
| AXA Equitable T. Rowe Price Retirement 2035 R N/R | — | — | — | $381K | 7.4% | |
| AXA Equitable Fidelity VIP Investment Grade Bond Port N/R | — | — | — | $295K | 5.7% | |
| AXA Equitable EQ/Money Market N/R | — | — | — | $263K | 5.1% | |
| AXA Equitable T. Rowe Price Retirement 2040 R N/R | — | — | — | $225K | 4.4% | |
| AXA Equitable T. Rowe Price Retirement 2030 R N/R | — | — | — | $204K | 4.0% | |
| AXA Equitable American Funds New World R2 N/R | — | — | — | $177K | 3.4% | |
| AXA Equitable T. Rowe Price Retirement 2020 R N/R | — | — | — | $153K | 3.0% | |
| Company Participant Loans * Participant Loans Interest rates: 5.75% - 9.50% $0 | — | — | — | $144K | 2.8% | |
| AXA Equitable T. Rowe Price Retirement 2005 R N/R | — | — | — | $121K | 2.3% | |
| AXA Equitable T. Rowe Price Retirement 2025 R N/R | — | — | — | $115K | 2.2% | |
| AXA Equitable T. Rowe Price Retirement 2015 R N/R | — | — | — | $106K | 2.1% | |
| AXA Equitable T. Rowe Price Retirement 2045 R N/R | — | — | — | $98K | 1.9% | |
| AXA Equitable Columbia Dividend Income Fund N/R | — | — | — | $46K | 0.9% | |
| AXA Equitable T. Rowe Price Retirement 2050 R N/R | — | — | — | $40K | 0.8% | |
| AXA Equitable Templeton Global Bond VIP Fund N/R | — | — | — | $34K | 0.7% | |
| AXA Equitable T. Rowe Price Retirement 2055 R N/R | — | — | — | $31K | 0.6% | |
| AXA Equitable T. Rowe Price Equity Income R N/R | — | — | — | $26K | 0.5% | |
| AXA Equitable Federated Hermes Clover Small Value R N/R | — | — | — | $18K | 0.4% | |
| AXA Equitable Invesco International Diversified R N/R | — | — | — | $13K | 0.2% | |
| AXA Equitable EQ/Mid Cap Index N/R | — | — | — | $11K | 0.2% | |
| AXA Equitable T. Rowe Price Retirement 2010 R N/R | — | — | — | $7K | 0.1% | |
| AXA Equitable Invesco Global Real Estate R N/R | — | — | — | $6K | 0.1% | |
| AXA Equitable E/Q Small Cap Growth Portfolio N/R | — | — | — | $3K | <0.1% |