Original filing (PDF)20241014141226NAL0013427523001

THE SAVILA COLLABORATIVE CENTRO SAVILA

Name: THE SAVILA COLLABORATIVE CENTRO SAVILA — THE SAVILA COLLABORATIVE 403(B) RETIREMENT PLAN, Form 5500 (2023)
Creator: THE SAVILA COLLABORATIVE CENTRO SAVILA

Form 5500-SF

FILING_RECEIVED

THE SAVILA COLLABORATIVE 403(B) RETIREMENT PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$566K

Net assets (EOY)

$566K

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 THE SAVILA COLLABORATIVE CENTRO SAVILA.

Plan sponsor

Name

THE SAVILA COLLABORATIVE CENTRO SAVILA

EIN

46-0667855

Address

1317 ISLETA BLVD SW · ALBUQUERQUE, NM · 87105

Phone

(505) 312-7296

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-14

Pension benefit codes

2S · Automatic enrollment

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

2L · 403(b)(1) annuity

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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