Savant Capital, Llc 401(k) Plan: Login, Facts & Contact Information

Savant Capital, Llc 401(k) Plan Facts

Plan name
SAVANT CAPITAL, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SAVANT CAPITAL, LLC
Participants
589 (570 active employees)
Former employees with a balance
59
Plan assets
$79,251,260 at Dec 31, 2024
Average account balance
$132,972 across 596 accounts
Employer contributions
$4,007,209 in plan year 2024 (19% of all contributions)
Recordkeeper
Pcs Retirement, Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1998
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 16, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $20.9 million went into the plan in contributions, $4.01 million of it from the employer (19%).
  • $4.63 million was paid out to participants.
  • Investment and other income added $7.62 million.
  • Administrative expenses were $10,847, about $18 per account.

How the Savant Capital, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019197$29.7 million$565,664$574,513
2020213$33.9 million$602,153$1.73 million
2021247$44.3 million$815,634$1.26 million
2022303$42.0 million$898,629$2.96 million
2023384$55.3 million$1.15 million$3.52 million
2024589$79.3 million$4.01 million$4.63 million

Savant Capital, Llc 401(k) Contact Information

Phone
815-227-0300
Mailing address
190 BUCKLEY DR, ROCKFORD IL 611075839
Plan sponsor
SAVANT CAPITAL, LLC
Employer identification number (EIN)
45-3812777
Plan number
001

Questions about the Savant Capital, Llc 401(k)

Does Savant Capital, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $4.01 million, 19% of all contributions.

Does the Savant Capital, Llc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Savant Capital, Llc 401(k) plan?

589 participants at the start of plan year 2024, 570 of them active employees, and 59 former employees who still had money in the plan.

What is the average 401(k) balance at Savant Capital, Llc?

About $132,972 per account: $79.3 million in plan assets across 596 accounts with a balance at the end of plan year 2024.

Who manages the Savant Capital, Llc 401(k) accounts?

PCS Retirement (listed on the filing as PCS RETIREMENT, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Savant Capital, Llc. How do I access my 401(k)?

Your account stays with PCS Retirement after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: BENEFITS AND PAYROLL ACCOUNTING BUILDING 730-1B ROOM 1144, AIKEN, SC, 29808
Headquarter: 45 PERSEVERANCE WAY, HYANNIS, MA, 02601
Headquarter: 1299 ZURICH WAY ATTN HUMAN RESOURCES/BENEFITS, SCHAUMBURG, IL, 60196
Headquarter: 2535 GARCIA AVENUE, MOUNTAIN VIEW, CA, 94039
Headquarter: 500 ORACLE PARKWAY M/S 5OP8, BENEFITS, REDWOOD SHORES, CA, 94065