Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$208K
- Short-term disability$208K
- Long-term disability$208K
- Other$208K
Filings through .
Savantage Financial Services, Inc.
EIN 36-3379794management consultingLatest filing 2025
Plans
2
Retirement
1
$45.7M assets
Health & Benefits
1
$208K premiums
Participants
301
2101 GAITHER ROAD SUITE 350 - ROCKVILLE, MD 20850301-258-5600LinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $208K premiums / 152 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SAVANTAGE FINANCIAL SERVICES, INC. 401(K) SAVINGS PLAN
401(k)
Assets$45.7M
Participants149
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SAVANTAGE FINANCIAL SERVICES LIFE, AD&D, STD AND LTD PLAN
Fully insured - NEW YORK LIFE GROUP BENEFIT SOLUTIONS
Premiums$208K
Covered lives152
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SAVANTAGE FINANCIAL SERVICES, INC. 401(K) SAVINGS PLAN | 401(k) | $45.7M | 149 | 2025 |
- #001 · 401(k) · 2025149
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · NEW YORK LIFE GROUP BENEFIT SOLUTIONS · 2025152
Retirement plans
Health & Benefits plans