Savant Investment Group, LLC

California
Registered In
12/17/2009
Incorp. Date

Company Summary

Savant Investment Group, LLC at 6425 Christie Ave STE 290, Emeryville, Ca 94608 lists Scott Lummer and Jake Rose of Emeryville, CA as the associates.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company - Ca
Status
Active
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Jake Rose Individual Agent
6425 CHRISTIE AVE STE 290, EMERYVILLE, CA 94608
Scott Lummer CEO
6425 CHRISTIE AVE STE 290, EMERYVILLE, CA 94608
Jake Rose Manager
6425 CHRISTIE AVE STE 290, EMERYVILLE, CA 94608
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6425 CHRISTIE AVE STE 290, EMERYVILLE, CA 94608 View Map
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Financial Information for Savant Investment Group, LLC

Form 5500

SAVANT INVESTMENT GROUP, LLC

555 12th Street Suite 925, Oakland, Ca 94607 (415) 926-7200 EIN:27-2263282 Plan Admin:Jake Marie Rose
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCREATED FROM SAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST Plan #003 Participants BOY/EOY0 / 0 Assets BOY/EOY$73 / $0 2023 CREATED FROM SAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST - Plan #003 0 / 0 $73 / $0
2022 Plan NameSAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST Plan #003 Participants BOY/EOY10 / 0 Assets BOY/EOY$3,279,366 / $73 2022 SAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST - Plan #003 10 / 0 $3,279,366 / $73
2021 Plan NameSAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST Plan #003 Participants BOY/EOY12 / 10 Assets BOY/EOY$3,196,306 / $3,279,366 2021 SAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST - Plan #003 12 / 10 $3,196,306 / $3,279,366
2020 Plan NameSAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST Plan #003 Participants BOY/EOY13 / 12 Assets BOY/EOY$2,768,444 / $3,196,306 2020 SAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST - Plan #003 13 / 12 $2,768,444 / $3,196,306
2019 Plan NameSAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST Plan #003 Participants BOY/EOY13 / 13 Assets BOY/EOY$2,241,135 / $2,768,444 2019 SAVANT INVESTMENT GROUP, LLC 401(K) PLAN AND TRUST - Plan #003 13 / 13 $2,241,135 / $2,768,444
Benefit & Retirement Plans based on Form 5500.
Address Match:6425 Christie Ave Ste 290 Emeryville, CA
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor
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