Civic Intelligence

SAVVI FINANCIAL LLC

Plan context: SAVVI FINANCIAL LLC 401(K) PLAN

EIN 46-3620163 • Waltham, MA • 6 filings • 1 plans

465 Waverley Oaks RdSte 315Waltham, MA 02452
Current Snapshot

Latest Year

2025

2025 Participants

23

2025 Assets

$3,077,478

2025 Contributions

$1,021,907

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,077,478$1,538,739$0202020232025YearValue
$3,077,478Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

23120202020232025YearValue
23Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025123$3,077,478$1,021,907$44,431iApproximate average salary by contribution assumption: employee only about $1,110,768 at 4% or $740,512 at 6%; with 50% employer match about $740,512 at 4% or $493,675 at 6%; with 100% employer match about $555,384 at 4% or $370,256 at 6%.
SAVVI FINANCIAL LLC 401(K) PLAN-23$3,077,478$1,021,907$44,431iApproximate average salary by contribution assumption: employee only about $1,110,768 at 4% or $740,512 at 6%; with 50% employer match about $740,512 at 4% or $493,675 at 6%; with 100% employer match about $555,384 at 4% or $370,256 at 6%.
2024120$1,683,268$460,685$23,034iApproximate average salary by contribution assumption: employee only about $575,856 at 4% or $383,904 at 6%; with 50% employer match about $383,904 at 4% or $255,936 at 6%; with 100% employer match about $287,928 at 4% or $191,952 at 6%.
SAVVI FINANCIAL LLC 401(K) PLAN-20$1,683,268$460,685$23,034iApproximate average salary by contribution assumption: employee only about $575,856 at 4% or $383,904 at 6%; with 50% employer match about $383,904 at 4% or $255,936 at 6%; with 100% employer match about $287,928 at 4% or $191,952 at 6%.
2023119$1,043,448$369,982$19,473iApproximate average salary by contribution assumption: employee only about $486,818 at 4% or $324,546 at 6%; with 50% employer match about $324,546 at 4% or $216,364 at 6%; with 100% employer match about $243,409 at 4% or $162,273 at 6%.
SAVVI FINANCIAL LLC 401(K) PLAN-19$1,043,448$369,982$19,473iApproximate average salary by contribution assumption: employee only about $486,818 at 4% or $324,546 at 6%; with 50% employer match about $324,546 at 4% or $216,364 at 6%; with 100% employer match about $243,409 at 4% or $162,273 at 6%.
2022116$535,223$328,818$20,551iApproximate average salary by contribution assumption: employee only about $513,778 at 4% or $342,519 at 6%; with 50% employer match about $342,519 at 4% or $228,346 at 6%; with 100% employer match about $256,889 at 4% or $171,259 at 6%.
SAVVI FINANCIAL LLC 401(K) PLAN-16$535,223$328,818$20,551iApproximate average salary by contribution assumption: employee only about $513,778 at 4% or $342,519 at 6%; with 50% employer match about $342,519 at 4% or $228,346 at 6%; with 100% employer match about $256,889 at 4% or $171,259 at 6%.
2021111$268,040$125,518$11,411iApproximate average salary by contribution assumption: employee only about $285,268 at 4% or $190,179 at 6%; with 50% employer match about $190,179 at 4% or $126,786 at 6%; with 100% employer match about $142,634 at 4% or $95,089 at 6%.
SAVVI FINANCIAL LLC 401(K) PLAN-11$268,040$125,518$11,411iApproximate average salary by contribution assumption: employee only about $285,268 at 4% or $190,179 at 6%; with 50% employer match about $190,179 at 4% or $126,786 at 6%; with 100% employer match about $142,634 at 4% or $95,089 at 6%.
2020110$130,557$112,062$11,206iApproximate average salary by contribution assumption: employee only about $280,155 at 4% or $186,770 at 6%; with 50% employer match about $186,770 at 4% or $124,513 at 6%; with 100% employer match about $140,078 at 4% or $93,385 at 6%.
SAVVI FINANCIAL LLC 401(K) PLAN-10$130,557$112,062$11,206iApproximate average salary by contribution assumption: employee only about $280,155 at 4% or $186,770 at 6%; with 50% employer match about $186,770 at 4% or $124,513 at 6%; with 100% employer match about $140,078 at 4% or $93,385 at 6%.