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Original filing (PDF)20250717161058NAL0000639313001
SAVAGE COMPANIES
Form 5500
FILING_RECEIVED
SAVAGE COMPANIES RETIREMENT & EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,575
Accounts w/ balance
4,896
Plan assets (EOY)
$345.8M
Net assets (EOY)
$345.8M
How this plan invests
This plan
15 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 18 bps in Schedule C fees — 83% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAVAGE COMPANIES.
Plan sponsor
Name
SAVAGE COMPANIES
EIN
87-0387049
Address
901 W. LEGACY CENTER WAY · MIDVALE, UT · 84047
Phone
(801) 944-6600
Industry
Management of Companies / Holdingssee 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
2025-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
TANNER LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $404K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $148K | — |
| MARINER WEALTH ADVISORS | 87-1928698 | — | NONE | $55K | — |
| TANNER LLC | 20-2253063 | — | NONE | $26K | — |
Investments
27 direct securities · 15 pooled funds· $341.9M(99% 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.
Common Collective Trust
$207.2M
15 holdings
Uncategorized
$134.7M
27 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $38.6M | 11.2% | |
| Vanguard Fiduciary Trust Company Vanguard Institutional Index Fund Inst'l Shares | — | — | — | $37.7M | 10.9% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $30.2M | 8.7% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $26.2M | 7.6% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $24.5M | 7.1% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $23.7M | 6.9% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $17.2M | 5.0% | |
| Fidelity Investments Fidelity Blue Chip Growth; K6 Fund | — | — | — | $15.0M | 4.3% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $14.5M | 4.2% | |
| Vanguard Fiduciary Trust Company Vanguard Mid‐Cap Index Fund Institutional Shares | — | — | — | $10.7M | 3.1% | |
| Vanguard Fiduciary Trust Company Vanguard Total Bond Market Index Fund: Inst'l Shr | — | — | — | $9.6M | 2.8% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $8.5M | 2.5% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $7.8M | 2.3% | |
| Notes receivable from participants Participant loans, maturing through September 2033 Interest rates at 4.25%‐9.50% ‐0‐ | — | — | — | $7.8M | 2.3% | |
| Vanguard Fiduciary Trust Company Vanguard Cash Reserve Federal MM Fund | — | — | — | $7.8M | 2.2% | |
| Vanguard Fiduciary Trust Company Interest‐bearing cash | — | — | — | $6.8M | 2.0% | |
| VANGUARD RET. SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $6.8M | 2.0% | |
| Vanguard Fiduciary Trust Company Self‐Directed Brokerage Fund | — | — | — | $6.1M | 1.8% | |
| DFA Investment Dimensions Group DFA U.S. Large Cap Value Portfolio Inst'l | — | — | — | $6.0M | 1.7% | |
| American Funds American Funds Growth Fund of America; R‐6 | — | — | — | $4.9M | 1.4% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.5M | 1.0% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.1M | 0.9% | |
| Vanguard Fiduciary Trust Company Vanguard International Growth Fund Admiral Shares | — | — | — | $2.9M | 0.8% | |
| Vanguard Fiduciary Trust Company Vanguard Small‐Cap Index Fund Admiral Shares | — | — | — | $2.8M | 0.8% | |
| DFA Investment Dimensions Group DFA US Targeted Value Portfolio | — | — | — | $2.4M | 0.7% | |
| Metropolitan West Asset Management Metropolitan West Total Return Bond Fund; P Class | — | — | — | $2.2M | 0.6% | |
| PIMCO Investments PIMCO High Yield Fund; Institutional Class | — | — | — | $2.2M | 0.6% | |
| WASATCH CORE GROWTH CIT; CLASS A SEI TRUST COMPANY · EIN 84-2433108 / PN 002 | Common Collective Trust | — | — | $2.0M | 0.6% | |
| American Funds American Funds EuroPacific Growth Fund; Class R‐6 | — | — | — | $1.9M | 0.5% | |
| MFS Investment Management MFS Mid Cap Value Fund; Class R6 | — | — | — | $1.9M | 0.5% | |
| Dodge & Cox Funds Dodge & Cox International Stock Fund | — | — | — | $1.8M | 0.5% | |
| PRIMECAP Odyssey Funds PRIMECAP Odyssey Stock Fund | — | — | — | $1.4M | 0.4% | |
| MFS Investment Management MFS Mid Cap Growth Fund; Class R6 | — | — | — | $1.3M | 0.4% | |
| Dodge & Cox Funds Metropolitan West Low Duration Bond Fund; Class I | — | — | — | $843K | 0.2% | |
| Dodge & Cox Funds Dodge & Cox Balanced Fund | — | — | — | $610K | 0.2% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $513K | 0.1% | |
| AllianceBernstein Bond Inflation Strategy Advisor | — | — | — | $115K | <0.1% | |
| Federated Treasury Money Market | — | — | — | $64K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund; Class Z | — | — | — | $57K | <0.1% | |
| Luxor Capital Partners Pooled Investment Funds | — | — | — | $38K | <0.1% | |
| Shephard Fund Limited Partnerships | — | — | — | $3K | <0.1% | |
| VFTC TARGET RET INC & GROWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $216 | <0.1% |