Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$208K
- Short-term disability$208K
- Long-term disability$208K
- Other$208K
Sponsor portfolio
SAVANTAGE FINANCIAL SERVICES INC
EIN 36-3379794management consultingLatest filing 2025
Plans
2
Retirement
1
$41.0M assets
Welfare
1
$208K premiums
Participants
312
2101 GAITHER RD, SUITE 350 - ROCKVILLE, MD 20850301-258-5600LinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $208K premiums / 152 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK100%
Broker market share
Schedule A broker compensation
100%top
- DIGITAL INSURANCE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAVANTAGE FINANCIAL SERVICES, INC. 401(K) SAVINGS PLAN
401k
Assets$41.0M
Participants160
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAVANTAGE FINANCIAL SERVICES LIFE, AD&D, STD AND LTD PLAN
Fully Insured - NEW YORK LIFE GROUP BENEFIT SOLUTIONS
Premiums$208K
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAVANTAGE FINANCIAL SERVICES, INC. 401(K) SAVINGS PLAN | 401k | $41.0M | 160 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAVANTAGE FINANCIAL SERVICES LIFE, AD&D, STD AND LTD PLAN | Fully Insured | NEW YORK LIFE GROUP BENEFIT SOLUTIONS | $208K | 152 | 2025 |
Retirement plans
Welfare plans