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Original filing (PDF)20250930100601NAL0013054704005
SAVILINX, LLC
Form 5500
FILING_RECEIVED
SAVILINX 401(K) PLAN
401(k) retirement plan
Signals · 1
~125 bps in Sched C fees
Active participants
286
Accounts w/ balance
123
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 125 bps in Schedule C fees — 140% above peer band of 52 bps.
- Only 43% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAVILINX, LLC.
Plan sponsor
Name
SAVILINX, LLC
EIN
46-2266664
Address
74 ORION STREET · BRUNSWICK, ME · 04011
Phone
(207) 607-4433
Industry
Admin Support & Waste Mgmtsee 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
2025-09-30
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
EISNERAMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP INC | 23-1945930 | — | RECORDKEEPER | $13K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE TPA EXPERTS | — | NEW GLOUCESTER, ME | TPA | $6K | — |
Investments
21 direct securities · 1 pooled fund· $1.4M(93% 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.
Uncategorized
$1.4M
21 holdings
Common Collective Trust
$6K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Mutual fund | — | — | — | $289K | 19.4% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $227K | 15.2% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $208K | 14.0% | |
| Vanguard 500 Index Fund Admiral Mutual fund | — | — | — | $141K | 9.4% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $96K | 6.5% | |
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $57K | 3.8% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $56K | 3.8% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $54K | 3.6% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual fund | — | — | — | $43K | 2.9% | |
| Vanguard Growth Index Fund Admiral Mutual fund | — | — | — | $38K | 2.5% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $36K | 2.4% | |
| Vanguard Developed Markets Index Admiral Mutual fund | — | — | — | $28K | 1.9% | |
| Vanguard Total Bond Market Index - Admiral Mutual fund | — | — | — | $26K | 1.8% | |
| JPMorgan U.S. Equity Fund Class R6 Mutual fund | — | — | — | $20K | 1.3% | |
| Vanguard Equity Income Fund Admiral Mutual fund | — | — | — | $17K | 1.2% | |
| Vanguard Small-Cap Index Admiral Mutual fund | — | — | — | $13K | 0.9% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $11K | 0.7% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $11K | 0.7% | |
| METLIFE GAC-25053 CLASS 0 METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $6K | 0.4% | |
| Vanguard Target Retirement 2070 Fund Mutual fund | — | — | — | $4K | 0.3% | |
| Fidelity Contrafund K6 Mutual fund | — | — | — | $2K | 0.1% | |
| Vanguard Total World Stock Index Fund Admiral Mutual fund | — | — | — | $2K | 0.1% |