How big is Savio House's plan?

Savio House's plan reported $6.6M in assets and 85 participants for 2024.

Original filing (PDF)20250822131446NAL0005325345001

Savio House

Name: Savio House — Savio House Retirement Plan, Form 5500 (2024)
Creator: Savio House
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Savio House Retirement Plan

Defined-contribution retirement plan · Savio House's Savio House Retirement Plan held $6.6M in plan assets for 85 participants in 2024.

Signals · 2

11% employer stockHigh average account balance

Active participants

Accounts w/ balance

101

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

Plan identifiers

Savio House's EIN is 84-0570279.

EIN 84-0570279

Plan number 001

Plan year 2024

ACK ID 20250822131446NAL0005325345001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Savio House from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Savio House's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAVIO HOUSE.

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How this plan invests

This plan

23 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (92nd percentile).

Plan sponsor

Name

SAVIO HOUSE

EIN

all filings

Address

325 KING STREET · DENVER, CO · 80219

Phone

(303) 225-4100

Industry

Health Care & Social Assistance

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

2025-08-22

Pension benefit codes

2E · Profit-sharing

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

2A · Age/service weighted or new comparability

Audit & trust (Schedule H)

Auditor

WATSON COON RYAN, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
SAVIO HOUSE	84-0570279	—	EMPLOYER	$12K	—

Investments

23 direct securities· $6.0M(90% of reported assets)

Other securities

$2.9M

9 holdings

Common Collective Trusts

$1.3M

3 holdings

Mutual Funds

$1.0M

7 holdings

Common Stocks

$723K

3 holdings

Cash / Money Market

$66K

1 holding

					% of plan
SPDR S&P 500 ETF	Common Collective Trusts	—	$591K	$784K	11.8%
Marsico Focus Instl Cl	Other securities	—	$466K	$682K	10.3%
First Trust Large Cap Core Alphadex ETF	Other securities	—	$219K	$448K	6.8%
American Funds Growth Fund of America Cl F1	Mutual Funds	—	$280K	$402K	6.1%
Hartford Capital Appreciation Cl A	Common Stocks	—	$334K	$386K	5.8%
First Trust DOW 30 Equal Weight ETF	Other securities	—	$318K	$384K	5.8%
Goldman Sachs International Opportunities Investor Cl	Other securities	—	$278K	$355K	5.3%
BNY Mellon Dynamic Value Cl I	Other securities	—	$275K	$309K	4.7%
I-Shares Core S&P U.S. Value ETF	Common Collective Trusts	—	$236K	$307K	4.6%
PGIM Total Return Bond Cl A	Common Stocks	—	$252K	$260K	3.9%
Vanguard S&P 500 Growth ETF	Common Collective Trusts	—	$106K	$243K	3.7%
Hartford Schroders US Midcap Opportunities Cl I	Other securities	—	$211K	$234K	3.5%
Alps Smith Short Duration Bond Cl I	Other securities	—	$188K	$187K	2.8%
JP Morgan Core Plus Bond	Other securities	—	$177K	$172K	2.6%
MFS International Instrinsic Value Cl A	Mutual Funds	—	$162K	$154K	2.3%
PIMCO Low Duration Income Cl 12	Mutual Funds	—	$121K	$122K	1.8%
MFS Income CL I	Mutual Funds	—	$122K	$121K	1.8%
Hartford Strategic Income Opportunities Cl I	Other securities	—	$80K	$84K	1.3%
PIMCO Income Cl A	Mutual Funds	—	$86K	$79K	1.2%
Blackrock Strategic Income Opportunities Cl A	Common Stocks	—	$80K	$76K	1.2%
Lord Abbett Short Duration Income Cl A	Mutual Funds	—	$79K	$70K	1.1%
JP Morgan U.S. Money Market Fund - Investor Shares	Cash / Money Market	—	$66K	$66K	1.0%
Lord Abbett Short Duration Income Cl I	Mutual Funds	—	$51K	$52K	0.8%