401k Record

Employers › Savant Capital

Savant Capital 401(k)

Recordkeeping fees per participant · Savant Capital, LLC 401(k) Plan · plan year 2024

$11.92

Higher than 12% of the 5,847 plans $50 to 250M that report it.

Source

= $7,107 / 596
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250916151634NAL0001254003001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916151634NAL0001254003001, received 2025-09-16

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-09-16.

Cost and contributions

Administrative expenses excluding investment management, per participant

$18.20

10th: $16.21median $93.2090th: $246.84

Higher than 11% of the 8,758 plans $50 to 250M that report it.

Source

= $10,847 / 596
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250916151634NAL0001254003001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916151634NAL0001254003001, received 2025-09-16

Administrative expenses per participant

$18.20

10th: $29.39median $132.8490th: $350.58

Higher than 6% of the 9,042 plans $50 to 250M that report it.

Source

= $10,847 / 596
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250916151634NAL0001254003001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916151634NAL0001254003001, received 2025-09-16

Administrative expenses as a share of assets

0.014%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 7% of the 9,049 plans $50 to 250M that report it.

Source

= $10,847 / $79,251,260
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250916151634NAL0001254003001, received 2025-09-16
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250916151634NAL0001254003001, received 2025-09-16

Employer contributions per participant

$6,724

10th: $965median $2,73890th: $8,164

Higher than 86% of the 9,105 plans $50 to 250M that report it.

Source

= $4,007,209 / 596
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250916151634NAL0001254003001, received 2025-09-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916151634NAL0001254003001, received 2025-09-16

Employer share of total contributions

19.1%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 16% of the 9,112 plans $50 to 250M that report it.

Source

= $4,007,209 / $20,943,030
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250916151634NAL0001254003001, received 2025-09-16
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250916151634NAL0001254003001, received 2025-09-16

Plan terms, as stated in Savant Capital, LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250916151634NAL0001254003001, received 2025-09-16

Full record, Savant Capital, LLC 401(k) Plan

FieldValueSource
Plan sponsorSAVANT CAPITAL, LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250916151634NAL0001254003001, received 2025-09-16
Plan nameSAVANT CAPITAL, LLC 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250916151634NAL0001254003001, received 2025-09-16
Sponsor EIN / plan number45-3812777 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250916151634NAL0001254003001, received 2025-09-16
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250916151634NAL0001254003001, received 2025-09-16
Sponsor locationROCKFORD, ILForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250916151634NAL0001254003001, received 2025-09-16
Industry (business code)523900, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250916151634NAL0001254003001, received 2025-09-16
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250916151634NAL0001254003001, received 2025-09-16
Filing received2025-09-16Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250916151634NAL0001254003001, received 2025-09-16
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250916151634NAL0001254003001, received 2025-09-16
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250916151634NAL0001254003001, received 2025-09-16
Participants, beginning of year589Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250916151634NAL0001254003001, received 2025-09-16
Active participants570Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250916151634NAL0001254003001, received 2025-09-16
Participants, end of year630Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250916151634NAL0001254003001, received 2025-09-16
Participants with an account balance596Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250916151634NAL0001254003001, received 2025-09-16
Total assets, beginning of year$55,321,221Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250916151634NAL0001254003001, received 2025-09-16
Total assets, end of year$79,251,260Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250916151634NAL0001254003001, received 2025-09-16
Net assets, end of year$79,251,260Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250916151634NAL0001254003001, received 2025-09-16
Total income$28,566,204Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250916151634NAL0001254003001, received 2025-09-16
Net income$23,930,039Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250916151634NAL0001254003001, received 2025-09-16
Employer contributions$4,007,209Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250916151634NAL0001254003001, received 2025-09-16
Participant contributions$6,983,914Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250916151634NAL0001254003001, received 2025-09-16
Other contributions (incl. rollovers)$9,951,907Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250916151634NAL0001254003001, received 2025-09-16
Total contributions$20,943,030Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250916151634NAL0001254003001, received 2025-09-16
Benefit payments$4,625,162Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250916151634NAL0001254003001, received 2025-09-16
Total expenses (incl. benefit payments)$4,636,165Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250916151634NAL0001254003001, received 2025-09-16
Total administrative expenses$10,847Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250916151634NAL0001254003001, received 2025-09-16
Recordkeeping fees$7,107Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250916151634NAL0001254003001, received 2025-09-16
Administrative expenses excluding investment management$10,847derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250916151634NAL0001254003001, received 2025-09-16
Held in mutual funds$79,251,260Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250916151634NAL0001254003001, received 2025-09-16
Independent auditorBENNING GROUP, LLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250916151634NAL0001254003001, received 2025-09-16

Position = column in the DOL layout for form year 2024. Filing 20250916151634NAL0001254003001, received 2025-09-16.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
PCS RETIREMENT, LLCrecordkeeperCONTRACT ADMINISTRATOR 15 Recordkeeping and information management $7,107no

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250916151634NAL0001254003001, received 2025-09-16.

What changed since the 2023 plan year

Figure20232024Change
Total assets$55,321,221$79,251,26043.3%
Participants with a balance53059612.5%
Administrative expenses$11,010$10,847-1.5%
Recordkeeping fees per participant$17.55$11.92-32.0%
Employer contributions$1,154,740$4,007,209247.0%

Prior filing 20241003154632NAL0018065344001, received 2024-10-03; the plan years are contiguous.

Alerts, claims and corrections

Alert me when this filing changes

One email when a new Form 5500 for Savant Capital, LLC 401(k) Plan appears in the Department of Labor data. Confirmation link first; unsubscribe link in every email.

Claim this plan

For the sponsor or its plan administrator: request to verify or annotate this page. A work email address at the sponsor speeds up verification.

Report a correction

Every figure is reproduced from the filing with its source. Tell us which figure and what the filing says instead.

Sponsor name as filed: SAVANT CAPITAL, LLC; SEC registrant: Savant Capital, LLC (CIK 1482880, matched by EIN).