Savasta & Company
auditor23 known aliases resolved via the canonical alias map
Market position · 2024
Plans served27-1 YoYRank #669 of mapped providers
Assets under administration$11.6B0.0%Market share · rank #1082
Fees received$4MMedian $60,024/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Savasta & Company plan look like?
Service mix · median fees per plan
Count of plans where Savasta & Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Actuarial; Contract Administrator; Direct payment from the planCode 11 | 18 | $52,493 | |
Recordkeeping fees; Contract AdministratorCode 13 | 6 | $163,169 | |
Plan AdministratorCode 14 | 1 | $12,000 | |
Direct payment from the plan; Investment advisory (participants)Code 26 | 1 | $13,298 | |
Investment management fees paid directly by planCode 51 | 1 | $111,967 |
Competitor overlap
Percent of Savasta & Company's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Savasta & Company.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Savasta & Company; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | $7.1B | 32,235 | $111,967 | 10y | - |
PENSION PLAN OF LOCAL 464ANJ · 226051600-001 | $1.2B | 21,542 | $60,024 | 9y | - |
DENTONS US LLPIL · 361796730-001 | $999M | 2,649 | $13,298 | 4y | 1 |
TRUSTEES OF LOCAL 295 I.B.T. EMPLOYER GROUP PENSION TRUST FUNDNY · 116172155-001 | $640M | 5,521 | $533,781 | 10y | - |
BOARD OF TRUSTEES METRO ILA PENSION FUNDNJ · 131939129-001 | $366M | 2,507 | $77,000 | 10y | - |
BOARD OF TRUSTEES OF LOCAL 584 PENSION TRUST FUNDNY · 516123679-001 | $209M | 1,912 | $175,000 | 3y | - |
NEW YORK-NEW JERSEY AMALGAMATED PENSION PLAN FOR ACME EMPLOYEESNJ · 222202719-003 | $191M | 5,749 | $14,796 | 9y | - |
BOARD OF TRUSTEES LOCAL 805NY · 131917612-001 | $177M | 1,923 | $248,785 | 9y | - |
BOARD OF TRUSTEES TEAMSTERS LOCAL 210 AFFILIATED PENSION TRUST FUNDNY · 203856052-001 | $155M | 7,579 | $944,100 | 10y | - |
BOARD OF TRUSTEES GRAPHICS COMM. INT'L UNIONNY · 136415392-001 | $91M | 906 | $51,285 | 10y | - |
Flag exposure
96.3%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (23)
Raw Schedule C names collapsed into Savasta & Company.
- HORIZON ADVISERS
- HORIZON ADVISORS
- HORIZON ASSET CAPITAL
- HORIZON ASSET MANAGEMENT
- HORIZON ASSET MANAGEMENT LLC
- HORIZON ASSET MANAGEMENT, LLC
- HORIZON BANK
- HORIZON BANK, N.A.
- HORIZON CAPITAL MANAGEMENT LLC
- SAVASTA & CO
- SAVASTA & CO INC
- SAVASTA & CO.
- SAVASTA & COMPANY
- SAVASTA & COMPANY INC
- SAVASTA & COMPANY, INC
- SAVASTA & COMPANY, INC.
- SAVASTA AND CO.
- SAVASTA AND COMPANY
- SAVASTA AND COMPANY INC
- SAVASTA AND COMPANY INC.
- SAVASTA AND COMPANY, INC
- SAVASTA AND COMPANY, INC.
- SAVASTA AND COMPANY,INC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Savasta & Company's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 3.70% | 1.76% | +1.95 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Savasta & Company. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Savasta & Company's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Stacey Braun Associates Inc. | 5 | 18.5% |
| Investment Consulting Services LLC | 4 | 14.8% |
| Quan-Vest Consultants, Inc. | 4 | 14.8% |
| Boyd Watterson Asset Management LLC | 3 | 11.1% |
| Boston Trust & Investment Management | 2 | 7.4% |
| Columbia Investment Management | 2 | 7.4% |
| Loomis Sayles | 2 | 7.4% |
| Mercer | 2 | 7.4% |
| O'Sullivan & Associates | 2 | 7.4% |
| Sage Advisory | 2 | 7.4% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).