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
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Trellis.Law Recent News
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Jake Rose
Individual Agent
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6425 CHRISTIE AVE STE 290, EMERYVILLE, CA 94608
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Scott Lummer
CEO
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6425 CHRISTIE AVE STE 290, EMERYVILLE, CA 94608
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Jake Rose
Manager
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6425 CHRISTIE AVE STE 290, EMERYVILLE, CA 94608
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6425 CHRISTIE AVE STE 290, EMERYVILLE, CA 94608
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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.
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The following government agencies have contributed data:
California Secretary of State U.S. Department of Labor
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