Savant Capital 401(k) match, vesting and fees
What Savant Capital's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Pcs Retirement, LLC | Schedule C ↗ |
| Independent auditor | Benning Group, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 208 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Savant Capital: employer contribution per participant | $4,279 | |
| Peer median | $3,090 |
| Savant Capital: average balance | $174,771 | |
| Peer median | $119,169 |
| Savant Capital: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.10% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $44.3M at the end of plan year 2021 to $121M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 740 | $121M | $3M | $4,279 | 0.01% | Not published | Form 5500 ↗ |
| 2024 | 630 | $79.3M | $4M | $6,724 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 583 | $55.3M | $1.2M | $2,179 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 378 | $42M | $899K | $2,510 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 299 | $44.3M | $816K | $2,803 | 0.04% | Not published | Form 5500 ↗ |
Common questions
Does Savant Capital match 401(k) contributions?
The match terms for the Savant Capital, LLC 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $3M in employer contributions, about $4,279 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Savant Capital 401(k) match vested?
The vesting schedule for the Savant Capital, LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Savant Capital 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Pcs Retirement, LLC. The plan administrator is Savant Capital, LLC.
I left Savant Capital. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Savant Capital, LLC, (815) 227-0300) or the recordkeeper, Pcs Retirement, LLC. The Savant Capital old 401(k) page lists the contacts from every plan filing. Find an old Savant Capital 401(k)
Data from the public Form 5500 annual reports Savant Capital filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Savant Capital. Not financial advice. Report a correction · Methodology