How big is Savvy Wealth, Inc.'s plan?

Savvy Wealth, Inc.'s plan reported $3.0M in assets and 79 participants for 2025.

Original filing (PDF)20260424220651NAL0013321346045

Savvy Wealth, Inc.

Name: Savvy Wealth, Inc. — Savvy Wealth 401(k) Plan, Form 5500 (2025)
Creator: Savvy Wealth, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Savvy Wealth 401(k) Plan

401(k) retirement plan · Savvy Wealth, Inc.'s Savvy Wealth 401(k) Plan held $3.0M in plan assets for 79 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

Savvy Wealth, Inc.'s EIN is 87-1487115.

EIN 87-1487115

Plan number 001

Plan year 2025

ACK ID 20260424220651NAL0013321346045

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Savvy Wealth, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Savvy Wealth, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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