Bruce Myers signed Savant Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Savant Systems, Inc.'s EIN is 85-1002349.
Download the official 2024 Form 5500 (PDF) for Savant Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Savant Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $59K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS LLC | 84-0858799 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BROKER |
| $0 |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $20.0M | 44.7% | |
| COMMON COLLECTIVE TRUSTS * Transamerica LifeGoal(SM) 2040 Fund Common Collective Trust | Common Collective Trusts | — | — | $3.9M | 8.7% | |
| Transamerica LifeGoal(SM) 2050 Fund Common Collective Trust | Common Collective Trusts | — | — | $3.2M | 7.3% | |
| GENERAL ACCOUNT STABLE VALUE FUND * Transamerica Stable Value Beacon Option Stable Value Fund | Stable Value | — | — | $3.1M | 6.9% | |
| Transamerica LifeGoal(SM) 2030 Fund Common Collective Trust | Common Collective Trusts | — | — | $2.8M | 6.3% | |
| S Vanguard Total Stock Mkt Idx Adm Mutual Funds | Mutual Funds | — | — | $2.6M | 5.8% | |
| American Funds Washington Mutual R6 Mutual Funds | Mutual Funds | — | — | $2.4M | 5.5% | |
| Transamerica LifeGoal(SM) 2055 Fund Common Collective Trust | Common Collective Trusts | — | — | $2.3M | 5.2% | |
| American Funds Growth Fund of Amer R6 Mutual Funds | Mutual Funds | — | — | $1.9M | 4.2% | |
| Transamerica LifeGoal(SM) 2035 Fund Common Collective Trust | Common Collective Trusts | — | — | $1.7M | 3.9% | |
| Invesco Main Street R6 Mutual Funds | Mutual Funds | — | — | $1.7M | 3.8% | |
| Transamerica LifeGoal(SM) 2060 Fund Common Collective Trust | Common Collective Trusts | — | — | $1.4M | 3.1% | |
| Fidelity NASDAQ Composite Index Mutual Funds | Mutual Funds | — | — | $1.2M | 2.7% | |
| Transamerica LifeGoal(SM) 2025 Fund Common Collective Trust | Common Collective Trusts | — | — | $973K | 2.2% | |
| MFS Growth R6 Mutual Funds | Mutual Funds | — | — | $960K | 2.1% | |
| Vanguard Small Cap Growth Index Admiral Mutual Funds | Mutual Funds | — | — | $928K | 2.1% | |
| Loomis Sayles Investment Grade Bond N Mutual Funds | Other securities | — | — | $864K | 1.9% | |
| JPMorgan Large Cap Value R6 Mutual Funds | Other securities | — | — | $789K | 1.8% | |
| Vanguard International Value Inv Mutual Funds | Mutual Funds | — | — | $616K | 1.4% | |
| JPMorgan US Equity R6 Mutual Funds | Other securities | — | — | $545K | 1.2% | |
| JHancock Income R6 Mutual Funds | Other securities | — | — | $542K | 1.2% | |
| Oakmark R6 Mutual Funds | Other securities | — | — | $522K | 1.2% | |
| Invesco Discovery Mid Cap Growth R6 Mutual Funds | Mutual Funds | — | — | $470K | 1.1% | |
| American Funds New Perspective R6 Mutual Funds | Mutual Funds | — | — | $444K | 1.0% | |
| NOTES RECEIVABLE FROM PARTICIPANTS Interest Rates (4.25% - 9.50%) -0- | Bonds / Notes | — | — | $407K | 0.9% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $404K | 0.9% | |
| American Funds American Mutual R6 Mutual Funds | Mutual Funds | — | — | $383K | 0.9% | |
| Alger Capital Appreciation Instl Y Mutual Funds | Other securities | — | — | $360K | 0.8% | |
| Dodge & Cox Stock X Mutual Funds | Mutual Funds | — | — | $346K | 0.8% | |
| Transamerica LifeGoal(SM) Retirement Fund Common Collective Trust | Common Collective Trusts | — | — | $303K | 0.7% | |
| American Funds AMCAP R6 Mutual Funds | Mutual Funds | — | — | $281K | 0.6% | |
| Allspring Special Mid Cap Value R6 Mutual Funds | Other securities | — | — | $257K | 0.6% | |
| JPMorgan Large Cap Growth R6 Mutual Funds | Other securities | — | — | $247K | 0.6% | |
| Invesco Small Cap Value R6 Mutual Funds | Mutual Funds | — | — | $228K | 0.5% | |
| Transamerica Mid Cap Value Opps R6 Mutual Funds | Other securities | — | — | $223K | 0.5% | |
| Transamerica High Yield Bond R6 Mutual Funds | Other securities | — | — | $219K | 0.5% | |
| Allspring Small Company Value R6 Mutual Funds | Common Stocks | — | — | $205K | 0.5% | |
| AB Small Cap Growth Z Mutual Funds | Other securities | — | — | $201K | 0.5% | |
| American Funds EuroPacific Gr R6 Mutual Funds | Mutual Funds | — | — | $194K | 0.4% | |
| American Funds Capital World Bond R6 Mutual Funds | Mutual Funds | — | — | $158K | 0.4% | |
| American Funds SMALLCAP World R6 Mutual Funds | Mutual Funds | — | — | $156K | 0.3% | |
| Columbia Income Opportunities Inst3 Mutual Funds | Other securities | — | — | $148K | 0.3% | |
| First Eagle Overseas R6 Mutual Funds | Other securities | — | — | $116K | 0.3% | |
| Columbia Select Mid Cap Value Instl3 Mutual Funds | Other securities | — | — | $95K | 0.2% | |
| Fidelity Advisor Focus Emerging Markets Z Mutual Funds | Mutual Funds | — | — | $93K | 0.2% | |
| PIMCO Commodity Real Ret Strat Instl Mutual Funds | Mutual Funds | — | — | $88K | 0.2% | |
| American Funds New World R6 Mutual Funds | Mutual Funds | — | — | $82K | 0.2% | |
| Fidelity Mid Cap Growth Index Mutual Funds | Mutual Funds | — | — | $73K | 0.2% | |
| Neuberger Berman Real Estate R6 Mutual Funds | Other securities | — | — | $70K | 0.2% | |
| American Century Mid Cap Value R6 Mutual Funds | Other securities | — | — | $65K | 0.1% |
