Savantage Financial Services, Inc. 401(k) Savings Plan
Sponsored by Savantage Financial Services, Inc. · EIN 363379794 · Plan #001
- Total assets
- $41.0M
- Net assets
- $41.0M
- Active participants
- 138
- With balances
- 130
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James | Investment advisory (plan) | $56,503 |
| Empower Annuity Insurance Company | Recordkeeping fees | $26,996 |
| Empower Advisory Group, Llc | Investment management | $15,173 |
| Aprio Llp | Accounting | $13,329 |