Savage Companies Retirement & Employee Savings Plan — Form 5500 plan (Savage Companies)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Savage Companies Retirement & Employee Savings Plan is a benefit plan reported by Savage Companies under EIN 87-0387049 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,311 participants and $301,089,688 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Savage Companies
- EIN
- 87-0387049
- Plan number
- 001
- Plan type
- 2
- Location
- Midvale, UT
- Latest filing year
- 2023
- Participants
- 5,311
- End-of-year plan assets
- $301,089,688
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,311 | H, C | 20240715150946NAL0003025266001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $301,089,688
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $301,089,688
- Net assets (BOY)
- $278,181,103
Income & contributions
- Employer contributions
- $6,889,608
- Participant contributions
- $18,272,168
- Total contributions
- $26,276,583
- Total income / additions
- $72,895,063
Expenses & distributions
- Benefits paid
- $50,356,088
- Administrative expenses
- $609,612
- Total expenses
- $50,982,231
- Net increase / (decrease)
- $21,912,832
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $453,737 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $123,570 | not reported in the loaded dataset | 2023 |
| Mariner Wealth Advisors | NONE | $27,500 | not reported in the loaded dataset | 2023 |
| Tanner Accountants & Advisors | NONE | $24,956 | not reported in the loaded dataset | 2023 |
| Alliant Insurance Services | NONE | $5,748 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Savage Companies
- 2023 Form 5500 filing
- Form 5500 filings in UT
- 401(k) and benefit plan filings in Midvale, UT
- The Vanguard Group, Inc. — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation
- Mariner Wealth Advisors — Schedule C compensation
- Tanner Accountants & Advisors — Schedule C compensation
- Alliant Insurance Services — Schedule C compensation