Joseph Hildebrand signed Saville CPAS & Advisors, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saville CPAS & Advisors, LLC's EIN is 90-0525804.
Download the official 2024 Form 5500 (PDF) for Saville CPAS & Advisors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Saville CPAS & Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | 04-2654524 | — | ADVISOR | $736 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Currentvalue1,297,7091,259,748 | Other securities | — | $6.1M | $16.0M | 99.3% | |
| Currentvalue | Other securities | — | $1.0M | $1.1M | 7.1% | |
| 122 e | Other securities | — | $40K | $111K | 0.7% |
