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Savant Capital Management

Matched across 14 name variants in the filings

Savant Capital Management summary

Savant Capital Management appears on 43 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $56.6B in assets for 349,795 participants. The median client plan holds $125M. Most client plans are sponsored in IL, AL and GA. The largest clients by plan assets are United Airlines, Inc., Emory University Division of Human Resources and Northwestern University. Plans reported $2.2M in direct and indirect compensation paid to Savant Capital Management. The median is $32K per plan.

Participants
349,795
Median plan assets
$125M
Median plan participants
773
Median fees per plan
$32K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • IL20 plans
  • AL3 plans
  • GA3 plans
  • KY3 plans
  • PA3 plans

Frequently asked questions

Who uses Savant Capital Management?
43 retirement plans list Savant Capital Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include United Airlines, Inc., Emory University Division of Human Resources, Northwestern University, Aon Consulting, Inc. and Emory Healthcare, Inc.. Most client plans are sponsored in IL, AL and GA.
How many plans does Savant Capital Management serve?
Savant Capital Management serves 43 retirement plans with $56.6B in plan assets and 349,795 participants, based on the latest Form 5500 filings through 2024.
What does Savant Capital Management charge?
Plans reported $2.2M in total Schedule C compensation paid to Savant Capital Management. The median plan paid $32K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served43+9 YoYRank #453 of mapped providers
Assets under administration$56.6B0.1%Rank #359 by share of filed assets
Fees received$2MMedian $32,444/planSum across Schedule C direct + indirect
Net wins YoY+511 won - 6 lostPlan-level switch detection

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