Plan Ledger DOL Form 5500 · updated monthly

Savion, LLC401(k)

SAVION LLC 401(K) RETIREMENT PLAN · KANSAS CITY, MO · plan year 2025

Reported admin expense ratio · 2025
0.36%

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

Savion, LLC reported $103,403 in plan administrative expenses for 2025: 0.36% of average plan assets, above the peer median. Employer contributions averaged $7,844 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 fell from 0.49% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other professional & technical services employers. By assets it is the 430th-largest of 1,393 plans among Missouri employers on file, and the 3,956th of 11,654 in professional & technical services. In 2025, employees put in $2.11 for every $1.00 the employer contributed; active participation has grown from 134 to 178 since 2022.

Plan summary
Net assets, end of year$31,975,985
Participants with balances203
Active participants178
Employer contributions$1,396,162
Employee contributions$2,941,789
Employer contribution per active participant$7,844
Average account balance$157,517
Benefits paid to participants$3,502,693
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$32.0M · 203 accts · $1.4M emplr
2024$25.6M · 210 accts · $1.5M emplr
2023$18.9M · 191 accts · $1.3M emplr
2022$12.4M · 142 accts · $945K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$48,722
Investment management$54,681
Total administrative$103,403
The Savion, LLC 401(k) match · 2025
Employer contribution per active participant$7,844
Median for plans this size$2,666
2025$7,844 per active participant
2024$7,719 per active participant
2023$6,874 per active participant
2022$7,052 per active participant

Savion, LLC's 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
CREATIVE PLANNING LLC · Investment advisory (plan)$54,681

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

Administrative cost history4
2025$103,403 · 0.36%
2024$102,474 · 0.46%
2023$76,201 · 0.49%
2022$59,494 · 0.49%
Same employer
Similar plansProfessional & Technical Services · Missouri
Elessent Clean Technologies MO$42.8M · 0.08%
Cordell & Cordell MO$34.6M · 0.27%
Williams-Keepers LLC MO$34.1M · 0.35%
Ross & Baruzzini, Inc. MO$32.3M · 0.48%
Pandi Capital LLC MO$31.4M · 0.65%
Multistudio, Inc. MO$30.4M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833272239 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.