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Sponsor portfolio

AUTOSAVVY HOLDINGS, INC.

EIN 82-5243381-Latest filing 2025
Plans
2
Retirement
1
$4.6M assets
Welfare
1
$213K premiums
Participants
820
2023 SOUTH 625 WEST - WOODSCROSS, UT 84087801-677-1168
Plans on this EIN
2 filings
#001401k-$4.6M - 379 part#501Mixed-$213K - 499 lives

Benefits portfolio analytics

1 plan / $213K premiums / 499 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$177K
  • Short-term disability$177K
  • Long-term disability$177K
  • Other$177K
  • Vision$36K
Total $213K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA83%
  • AMERITAS LIFE INSURANCE CORP.17%
Total $213K2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • IMA, INC.93%
  • WATCHTOWER TECHNOLOGIES INC7%
Total $36K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AUTOSAVVY RETIREMENT 401(K)

401k

Assets$4.6M
Participants379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AUTOSAVVY HOLDINGS, INC.

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$213K
Covered lives499
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AUTOSAVVY RETIREMENT 401(K)401k$4.6M3792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AUTOSAVVY HOLDINGS, INC.MixedUNUM LIFE INSURANCE COMPANY OF AMERICA$213K4992025
Retirement plans
Welfare plans
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