Savaria Usa 401(k) Plan
Sponsored by Savaria Usa Inc. · EIN 030350877 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 102
- With balances
- 133
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cap Financial Partners | Investment advisory (plan), Direct payment from the plan | $19,002 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $18,649 |