Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAVARY, A PROFESSIONAL CORPORATION
EIN 20-8858828Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
8
1320 COLUMBIA STREET, SUITE 200 - SAN DIEGO, CA 92101619-231-4276
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SAVARY, APC DEFINED BENEFIT PLAN
CashBalance
Assets$3.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SAVARY, APC 401(K) RETIREMENT TRUST
401k
Assets$1.6M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SAVARY, APC DEFINED BENEFIT PLAN | CashBalance | $3.2M | 4 | 2024 | |
| 001 | SAVARY, APC 401(K) RETIREMENT TRUST | 401k | $1.6M | 4 | 2024 |
Retirement plans