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Original filing (PDF)20250826140145NAL0008568033001
SAVISTA, LLC
Form 5500
FILING_RECEIVED
SAVISTA 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,405
Accounts w/ balance
1,792
Plan assets (EOY)
$81.3M
Net assets (EOY)
$81.3M
How this plan invests
This plan
1 pooled trust
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 22 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAVISTA, LLC.
Plan sponsor
Name
SAVISTA, LLC
EIN
84-4304977
Address
200 NORTH POINT CTR EAST, SUITE 101 · ALPHARETTA, GA · 30022
Phone
(770) 325-8208
Industry
Professional & Technical Servicessee 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
2025-08-26
Pension benefit codes
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
BAKER TILLY US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $124K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENSPRING ADVISORS | 82-5320133 | — | ADVISOR | $42K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HANCOCK ASKEW & CO., LLP | 58-0662558 | — | ACCOUNTING | $17K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
25 direct securities · 1 pooled fund· $82.8M(100% 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
$81.0M
24 holdings
Common Collective Trust
$1.5M
1 holding
Mutual Funds
$332K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 | — | — | — | $13.2M | 16.3% | |
| Vanguard Target Retirement 2030 | — | — | — | $11.6M | 14.3% | |
| Vanguard Target Retirement 2045 | — | — | — | $8.6M | 10.5% | |
| Vanguard Target Retirement 2040 | — | — | — | $8.5M | 10.4% | |
| Vanguard Target Retirement 2025 | — | — | — | $7.2M | 8.8% | |
| Fidelity Investments Fidelity Large Cap Growth Index Fund | — | — | — | $5.5M | 6.8% | |
| Vanguard Target Retirement 2050 | — | — | — | $5.0M | 6.2% | |
| Vanguard Target Retirement 2055 | — | — | — | $4.0M | 5.0% | |
| Fidelity Investments Fidelity Total Market Index Fund | — | — | — | $3.8M | 4.7% | |
| Vanguard Target Retirement 2020 | — | — | — | $3.0M | 3.7% | |
| Common collective trust Vanguard Retirement Savings Trust | — | — | — | $1.5M | 1.8% | |
| VANG RET SAV TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $1.5M | 1.8% | |
| Vanguard Target Retirement 2060 | — | — | — | $1.4M | 1.7% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $1.1M | 1.4% | |
| Participants all outstanding notes. - | — | — | — | $1.0M | 1.2% | |
| Vanguard Target Retirement Income Fund | — | — | — | $956K | 1.2% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $739K | 0.9% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $738K | 0.9% | |
| Vanguard Value Index Admiral | — | — | — | $703K | 0.9% | |
| Fidelity Investments Fidelity Total International Index Fund | — | — | — | $703K | 0.9% | |
| Vanguard Small-Cap Growth Index Admiral | — | — | — | $669K | 0.8% | |
| Vanguard Small-Cap Value Index Admiral | — | — | — | $478K | 0.6% | |
| Vanguard Target Retirement 2065 | — | — | — | $453K | 0.6% | |
| Dimensional Fund Advisors DFA World ex U.S. Core Equity | Mutual Funds | — | — | $332K | 0.4% | |
| Vanguard Federal Money Market Fund | — | — | — | $95K | 0.1% | |
| Vanguard Target Retirement 2070 | — | — | — | $34K | <0.1% |
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