How big is SAVE With DAVE LLC's plan?

SAVE With DAVE LLC's plan reported $131K in assets and 2 participants for 2024.

Original filing (PDF)20250711132705NAL0017441202001

SAVE With DAVE LLC

Name: SAVE With DAVE LLC — SAVE With DAVE LLC 401(k) Plan, Form 5500 (2024)
Creator: SAVE With DAVE LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SAVE With DAVE LLC 401(k) Plan

401(k) retirement plan · SAVE With DAVE LLC's SAVE With DAVE LLC 401(k) Plan held $131K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$131K

Net assets (EOY)

$131K

People on this filing

David LUTZ signed SAVE With DAVE LLC's 2024 Form 5500 as plan administrator.

David LUTZ — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SAVE With DAVE LLC's EIN is 82-5011270.

EIN 82-5011270

Plan number 001

Plan year 2024

ACK ID 20250711132705NAL0017441202001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SAVE With DAVE LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SAVE With DAVE LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAVE WITH DAVE LLC.

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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