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Original filing (PDF)20250926134704NAL0010187984001
SAVAL FOODS, LLC
Form 5500
FILING_RECEIVED
SAVAL FOODS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
278
Accounts w/ balance
329
Plan assets (EOY)
$15.9M
Net assets (EOY)
$15.9M
How this plan invests
This plan
33 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 SAVAL FOODS, LLC.
Plan sponsor
Name
SAVAL FOODS, LLC
EIN
52-0853464
Address
P.O. BOX 8630 · ELKRIDGE, MD · 21075
Phone
(410) 379-5100
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-26
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SC&H ATTEST SERVICES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 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 |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | INVESTMENT ADVISOR | $18K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
Investments
33 direct securities· $15.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2025 Fund-I Class Interest in registered investment companies xx | — | — | — | $1.9M | 12.2% | |
| T. Rowe Price Equity Index 500 Fund Interest in registered investment companies xx | — | — | — | $1.5M | 9.5% | |
| T. Rowe Price Communications & Technology Fund Interest in registered investment companies xx | — | — | — | $1.5M | 9.2% | |
| T. Rowe Price Retirement 2030 Fund-I Class Interest in registered investment companies xx | — | — | — | $1.4M | 8.8% | |
| T. Rowe Price Growth Stock Fund I Interest in registered investment companies xx | — | — | — | $1.3M | 8.2% | |
| T. Rowe Price Retirement 2045 Fund-I Class Interest in registered investment companies xx | — | — | — | $991K | 6.2% | |
| T. Rowe Price Retirement 2035 Fund-I Class Interest in registered investment companies xx | — | — | — | $684K | 4.3% | |
| Great-West Investment Fixed Account Series II Interest in common/collective trust xx | — | — | — | $647K | 4.1% | |
| Vanguard Total Bond Market Index Fund Interest in registered investment companies xx | — | — | — | $459K | 2.9% | |
| T. Rowe Price Retirement 2050 Fund-I Class Interest in registered investment companies xx | — | — | — | $423K | 2.7% | |
| T. Rowe Price Capital Appreciation Fund Interest in registered investment companies xx | — | — | — | $389K | 2.4% | |
| maturing through September 2034 - | — | — | — | $379K | 2.4% | |
| T. Rowe Price Health Sciences Fund Interest in registered investment companies xx | — | — | — | $370K | 2.3% | |
| T. Rowe Price Retirement 2020 Fund-I Class Interest in registered investment companies xx | — | — | — | $339K | 2.1% | |
| MFS Value Fund Class R6 Interest in registered investment companies xx | — | — | — | $321K | 2.0% | |
| MFS New Discovery Value Fund Class R6 Interest in registered investment companies xx | — | — | — | $302K | 1.9% | |
| PIMCO Income Fund Institutional Class Interest in registered investment companies xx | — | — | — | $287K | 1.8% | |
| T. Rowe Price Retirement Balanced Fund-I Class Interest in registered investment companies xx 3 Vanguard Developed Markets Index Fund Interest in registered investment companies xx | — | — | — | $283K | 1.8% | |
| MFS Moderate Allocation Fund Class R4 Interest in registered investment companies xx | — | — | — | $280K | 1.8% | |
| T. Rowe Price Retirement 2040 Fund-I Class Interest in registered investment companies xx | — | — | — | $256K | 1.6% | |
| Fidelity Advisor International Growth Fund Interest in registered investment companies xx | — | — | — | $254K | 1.6% | |
| Vanguard Small-Cap Index Fund Interest in registered investment companies xx | — | — | — | $247K | 1.6% | |
| MFS Growth Allocation Fund Class R4 Interest in registered investment companies xx | — | — | — | $208K | 1.3% | |
| Virtus KAR Mid-Cap Growth Class R6 Interest in registered investment companies xx | — | — | — | $199K | 1.3% | |
| T. Rowe Price Retirement 2055 Fund-I Class Interest in registered investment companies xx | — | — | — | $184K | 1.2% | |
| Dodge & Cox Income Fund I Interest in registered investment companies xx | — | — | — | $183K | 1.2% | |
| American Funds New Perspective Fund R6 Interest in registered investment companies xx | — | — | — | $178K | 1.1% | |
| T. Rowe Price Extended Equity Market Index Fund Interest in registered investment companies xx | — | — | — | $130K | 0.8% | |
| T. Rowe Price Retirement 2060 Fund-I Class Interest in registered investment companies xx | — | — | — | $102K | 0.6% | |
| MFS Conservative Allocation Fund Class R4 Interest in registered investment companies xx | — | — | — | $74K | 0.5% | |
| American Funds New World Fund Class R6 Interest in registered investment companies xx | — | — | — | $45K | 0.3% | |
| Janus Henderson Triton Fund Class N Interest in registered investment companies xx | — | — | — | $42K | 0.3% | |
| Allspring Special Mid Cap Value Fund R6 Interest in registered investment companies xx | — | — | — | $32K | 0.2% |
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