Savings Group 401(k) match, vesting and fees
What Savings Group'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 | Inwest Retirement Solutions | Schedule C ↗ |
| Independent auditor | Metz Cpa, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 208 defined-contribution plans in finance and insurance with 500 to 999 participants.
| Savings Group: employer contribution per participant | $1,659 | |
| Peer median | $3,090 |
| Savings Group: average balance | $17,549 | |
| Peer median | $119,169 |
| Savings Group: admin expenses ÷ assets | 1.06% | |
| 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 $11.4M at the end of plan year 2023 to $14.9M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 883 | $14.9M | $1.4M | $1,659 | 1.06% | Not published | Form 5500 ↗ |
| 2024 | 713 | $12.3M | $938K | $1,487 | 0.86% | Not published | Form 5500 ↗ |
| 2023 | 827 | $11.4M | $1.3M | $1,794 | 1.84% | Not published | Form 5500 ↗ |
Common questions
Does Savings Group match 401(k) contributions?
The match terms for the The Savings Group 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $1.4M in employer contributions, about $1,659 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Savings Group 401(k) match vested?
The vesting schedule for the The Savings Group 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Savings Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Inwest Retirement Solutions. The plan administrator is Fiduciary Wise, LLC.
I left Savings Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fiduciary Wise, LLC, (480) 855-4017) or the recordkeeper, Inwest Retirement Solutions. The Savings Group old 401(k) page lists the contacts from every plan filing. Find an old Savings Group 401(k)
Data from the public Form 5500 annual reports Savings Group filed with the U.S. Department of Labor (plan years 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 Savings Group. Not financial advice. Report a correction · Methodology