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Original filing (PDF)20250814094517NAL0027561634001
SAVANTAGE FINANCIAL SERVICES, INC.
Form 5500
FILING_RECEIVED
SAVANTAGE FINANCIAL SERVICES, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
138
Accounts w/ balance
130
Plan assets (EOY)
$41.0M
Net assets (EOY)
$41.0M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAVANTAGE FINANCIAL SERVICES, INC..
Plan sponsor
Name
SAVANTAGE FINANCIAL SERVICES, INC.
EIN
36-3379794
Address
2101 GAITHER ROAD SUITE 350 · ROCKVILLE, MD · 20850
Phone
(301) 258-5600
Industry
Professional & Technical Servicessee 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
2025-08-14
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)
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
APRIO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $27K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $57K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APRIO LLP | — | ATLANTA, GA | AUDITOR | $13K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $15K | — |
Investments
26 direct securities· $41.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Mutual fund NR | — | — | — | $9.2M | 22.3% | |
| Guaranteed Investment * Key Guaranteed Portfolio Contract, at contract value NR | — | — | — | $4.0M | 9.8% | |
| JPMorgan Large Cap Growth Mutual fund NR | — | — | — | $3.6M | 8.7% | |
| T. Rowe Price All-Cap Opportunities Mutual fund NR | — | — | — | $3.4M | 8.2% | |
| American Funds Bond Fund of America Mutual fund NR | — | — | — | $3.3M | 8.1% | |
| American Funds American Mutual fund NR | — | — | — | $2.3M | 5.5% | |
| Vanguard Mid Cap Index Mutual fund NR | — | — | — | $2.1M | 5.1% | |
| Vanguard Small Cap Index Mutual fund NR | — | — | — | $1.8M | 4.4% | |
| American Funds American Balanced Mutual fund NR | — | — | — | $1.3M | 3.1% | |
| Ivy Mid Cap Growth Collective Investment Trust NR | — | — | — | $1.2M | 3.0% | |
| American Funds New Perspective Mutual fund NR | — | — | — | $1.1M | 2.7% | |
| Vanguard Target Retirement 2035 Mutual fund NR | — | — | — | $1.1M | 2.6% | |
| Vanguard Target Retirement 2025 Mutual fund NR | — | — | — | $978K | 2.4% | |
| Vanguard Target Retirement 2030 Mutual fund NR | — | — | — | $960K | 2.3% | |
| Small Cap Growth Fund II Collective Investment Trust NR | — | — | — | $875K | 2.1% | |
| Vanguard Target Retirement 2040 Mutual fund NR | — | — | — | $663K | 1.6% | |
| Fidelity International Index Mutual fund NR | — | — | — | $553K | 1.3% | |
| Vanguard Target Retirement 2045 Mutual fund NR | — | — | — | $542K | 1.3% | |
| MFS Mid Cap Value Mutual fund NR | — | — | — | $472K | 1.2% | |
| Macquarie Small Cap Value Mutual fund NR | — | — | — | $456K | 1.1% | |
| International Growth Fund II Collective Investment Trust NR | — | — | — | $422K | 1.0% | |
| Invesco International Small-Mid Company Mutual fund NR | — | — | — | $395K | 1.0% | |
| Various, bearing interest from * Participant loans 4.25% - 9.50% - | — | — | — | $224K | 0.5% | |
| Vanguard Target Retirement 2055 Mutual fund NR | — | — | — | $181K | 0.4% | |
| Vanguard Target Retirement 2020 Mutual fund NR | — | — | — | $34K | <0.1% | |
| Vanguard Target Retirement 2050 Mutual fund NR | — | — | — | $33K | <0.1% |
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