Plan Ledger DOL Form 5500 · updated monthly

Savista, LLC401(k)

SAVISTA 401(K) PLAN · ALPHARETTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Savista, LLC reported $182,556 in plan administrative expenses for 2024: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,312 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 fell from 0.31% to 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 330th-largest of 2,160 plans among Georgia employers on file, and the 1,801st of 11,654 in professional & technical services. In 2024, employees put in $3.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$81,342,925
Participants with balances1,792
Active participants1,405
Employer contributions$1,843,940
Employee contributions$6,132,420
Employer contribution per active participant$1,312
Average account balance$45,392
Benefits paid to participants$8,967,640
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$81.3M · 1,792 accts · $1.8M emplr
2023$71.9M · 1,733 accts · $1.7M emplr
2022$62.7M · 1,282 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$123,816
Audit (IQPA)$16,500
Total administrative$182,556
The Savista, LLC 401(k) match · 2024
Employer contribution per active participant$1,312
Median for plans this size$3,635
2024$1,312 per active participant
2023$1,230 per active participant
2022$1,358 per active participant

Savista, LLC'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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$123,816
GREENSPRING ADVISORS · Investment advisory (plan)$42,240
HANCOCK ASKEW & CO., LLP · Accounting / audit$16,500

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

Administrative cost history3
2024$182,556 · 0.24%
2023$197,664 · 0.29%
2022$220,372 · 0.31%
Same employer
Similar plansProfessional & Technical Services · Georgia
Datascan Technologies, LLC GA$88.9M · 0.02%
Gds Associates, Inc. GA$83.7M · 0.14%
Descartes Systems USA LLC GA$83.3M · 0.23%
New Benevis, Inc GA$79.1M · 0.50%
Epi-Use America Inc GA$77.2M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844304977 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.