Savana, Inc. 401(k) Retirement Plan
Sponsored by Savana, Inc. · EIN 264775786 · Plan #001
- Total assets
- $9.2M
- Net assets
- $9.2M
- Active participants
- 85
- With balances
- 136
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wealth Advisors Group, Llc CRD 291648 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealth Advisory Group, Inc. | Investment advisory (plan), Direct payment from the plan | $57,621 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $17,549 |