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

Savvy Advisors, Inc.'s plan reported $843K in assets and 26 participants for 2024.

Original filing (PDF)20250421220121NAL0005458368025

Savvy Advisors, Inc.

Name: Savvy Advisors, Inc. — Savvy Advisors 401(k) Plan, Form 5500 (2024)
Creator: Savvy Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Savvy Advisors 401(k) Plan

401(k) retirement plan · Savvy Advisors, Inc.'s Savvy Advisors 401(k) Plan held $843K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$843K

Net assets (EOY)

$843K

Plan identifiers

Savvy Advisors, Inc.'s EIN is 88-0899347.

EIN 88-0899347

Plan number 001

Plan year 2024

ACK ID 20250421220121NAL0005458368025

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Savvy Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Savvy Advisors, 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 ADVISORS, INC..

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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