Savills, Inc 401(k) Review & Grade
Savills Inc., Section 401(k) Profit Sharing Plan
New York, NYReal Estate & Rental610 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$223Employer $ per active participant
$17,144Employee $ saved per active participant
0.08%Direct admin cost, % of plan assets
$80.6MNet plan assets, end of year
$98,670Average balance per account
Score breakdown
- Employer generosity4.3 / 509th percentile for employer $ per participant
- Low cost19.5 / 2578th percentile for low admin cost vs. same-size plans
- Employee saving14.9 / 15100th percentile for employee $ per participant
- Plan features0 / 10No auto-enrollment or default investment reported
Total score39 / 100 · Grade D
This plan vs. peers
Peers: Real Estate & Rental plans with 500–2,499 active participants (291 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 9th |
| Lower admin cost | 78th |
| Employee saving | 100th |
| Peers that auto-enroll | 47% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Savills put in about $223 per active participant, below the typical peer ($1,279). Any match is still an instant return, so contribute enough to get all of it.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $135,628 |
| Participant (employee) contributions | $10,449,199 |
| Other contributions (incl. rollovers in) | $7,953,711 |
| Administrative expenses paid from the plan | $59,255 |
| Investment advisory & management fees | $53,250 |
| Benefits paid out | $9,126,195 |
| Net assets, start / end of year | $62.0M / $80.6M |
| Active participants, start / end of year | 637 / 582 |
| Participants with account balances | 817 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Russell A. Glick, CPA LLC |
Largest service providers (Schedule C)
| Capfinancial Partners LLC | $53,250 reported compensation |
| T Rowe Price RPS Inc | $6,005 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251016070506NAL0012666882001, received 2025-10-16, EIN 13-1813318, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.