Plan Ledger DOL Form 5500 · updated monthly

Savills, Inc401(k)

SAVILLS INC., SECTION 401(K) PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Savills, Inc reported $59,255 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $233 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 2 years on file its reported administrative ratio rose from 0.01% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 944th-largest of 5,648 plans among New York employers on file, and the 161st of 2,096 in real estate & leasing. In 2024, employees put in $77.04 for every $1.00 the employer contributed; active participation has grown from 518 to 582 since 2022.

Plan summary
Net assets, end of year$80,613,601
Participants with balances817
Active participants582
Employer contributions$135,628
Employee contributions$10,449,199
Employer contribution per active participant$233
Average account balance$98,670
Benefits paid to participants$9,126,195
Plan auditUnmodified (clean) audit opinion
AuditorRUSSELL A. GLICK, CPA LLC
Plan history3
Yearassets · accounts · employer contribution
2024$80.6M · 817 accts · $136K emplr
2023$62.0M · 722 accts · $580K emplr
2022$51.3M · 695 accts · $596K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,005
Investment management$53,250
Total administrative$59,255
The Savills, Inc 401(k) match · 2024
Employer contribution per active participant$233
Median for plans this size$3,635
2024$233 per active participant
2023$902 per active participant
2022$1,150 per active participant

Savills, Inc's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$6,005
CAPFINANCIAL PARTNERS LLC · Investment advisory (participants) · Investment advisory (plan)$53,250

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history3
2024$59,255 · 0.08%
2023$51,744 · 0.09%
2022$4,224 · 0.01%
Same employer
Similar plansReal Estate & Leasing · New York
Royal Realty Corporation NY$81.9M · 0.13%
Dra Advisors LLC NY$77.2M · 0.16%
Tf Cornerstone Inc. NY$72.5M · 0.17%
Silverstein Properties, LLC NY$71.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131813318 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.