Original filing (PDF)20250723112830NAL0010156834001

SAVANNAH FAMILY INSTITUTE, INC.

Name: SAVANNAH FAMILY INSTITUTE, INC. — SAVANNAH FAMILY INSTITUTE 401(K) PLAN, Form 5500 (2024)
Creator: SAVANNAH FAMILY INSTITUTE, INC.

Form 5500-SF

FILING_RECEIVED

SAVANNAH FAMILY INSTITUTE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAVANNAH FAMILY INSTITUTE, INC..

Plan sponsor

Name

SAVANNAH FAMILY INSTITUTE, INC.

EIN

61-1419834

Address

P.O. BOX 30381 · SAVANNAH, GA · 31410

Phone

(912) 224-3999

Industry