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Savvi Financial LLC

Waltham, MA, 02452

EIN 46-3620163
Plans
1
Total participants
90
Filing years
2024, 2025, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2025Form 5500-SF001Savvi Financial LLC 401(K) Plan21
2024Form 5500-SF001Savvi Financial LLC 401(K) Plan18
2023Form 5500-SF001Savvi Financial LLC 401(K) Plan17
2022Form 5500-SF001Savvi Financial LLC 401(K) Plan15
2021Form 5500-SF001Savvi Financial LLC 401(K) Plan10
2020Form 5500-SF001Savvi Financial LLC 401(K) Plan9

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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