Department of Labor filing

SAVANT CAPITAL, LLC

SAVANT CAPITAL, LLC 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 16, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

71filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$7,030

Reported employer contributions per active participant.

Higher than about 64% of comparable plans

#People in the filing

570

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$18 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 89% of comparable plans

↗Investment performance

Not available

Plan assets changed 43.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202471out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions64th percentileTypical peer $5,480 · based on 127 comparable plans

Lower reported administrative expense89th percentileTypical peer $80 · based on 123 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, SAVANT CAPITAL, LLC reported $4,007,209 in employer contributions across the plan and 570 active participants. That works out to $7,030 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy90%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 152.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 47.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context71/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $4,007,209
Participant contributions: $6,983,914
Other contributions: $9,951,907
Employer share of reported contributions: 36.5%
Beginning assets: $55,321,221
Ending assets: $79,251,260
Ending net assets: $79,251,260
Ending liabilities: $0
Total income: $28,566,204
Total expenses: $4,636,165
Administrative expenses: $10,847
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,782

2023

$2,225

2024

$7,030

Plan-paid administrative expenses per participant

2022

$35

2023

$29

2024

$18

Active participants

2022

323

2023

519

2024

570

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$7,030	570	79.3M	20250916151634NAL0001254003001
2023	$2,225	519	55.3M	20241003154632NAL0018065344001
2022	$2,782	323	42M	20231004160551NAL0020043569001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 453812777-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 1998
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2T3D

Current plan terms

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Filing ACK_ID20250916151634NAL0001254003001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗