Plan Ledger DOL Form 5500 · updated monthly

Savaria USA Inc.401(k)

SAVARIA USA 401(K) PLAN · GREENVILLE, SC · plan year 2024

Reported admin expense ratio · 2024
0.49%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Savaria USA Inc. reported $37,651 in plan administrative expenses for 2024: 0.49% of average plan assets, below the peer median. Employer contributions averaged $3,123 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in South Carolina (470th of 807), and 3,172nd of 4,246 in wholesale trade. In 2024, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,237,624
Participants with balances133
Active participants102
Employer contributions$318,541
Employee contributions$585,829
Employer contribution per active participant$3,123
Average account balance$61,937
Benefits paid to participants$622,315
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.2M · 133 accts · $319K emplr
2023$7.1M · 149 accts · $290K emplr
2022$6.0M · 143 accts · $266K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,649
Investment management$19,002
Total administrative$37,651
The Savaria USA Inc. 401(k) match · 2024
Employer contribution per active participant$3,123
Median for plans this size$1,313
2024$3,123 per active participant
2023$2,872 per active participant
2022$2,862 per active participant

Savaria USA Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$18,649
CAP FINANCIAL PARTNERS · Investment advisory (plan)$19,002

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$37,651 · 0.49%
2023$30,571 · 0.47%
2022$31,057 · 0.48%
Similar plansWholesale Trade · South Carolina
Vis, LLC SC$12.1M · 0.52%
Stier Supply Company SC$9.3M · 0.63%
Better Brands, Inc. SC$7.9M · 0.66%
Engineered Systems, Inc. SC$7.7M · 0.25%
McEntire Produce, Inc. SC$7.7M · 0.64%
Taylor Enterprises Inc. SC$7.5M · 0.69%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 030350877 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.