AUMdb

Samsung 401(k) Plan

Sponsored by Samsung Electronics America, Inc. · EIN 132951153 · Plan #001

Total assets
$3.1B
Net assets
$3.1B
Active participants
13,861
With balances
18,369

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Campos Financial Llc CRD 304860 fuzzy_auto · 93% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $1,040,569
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $755,991
Capfinancial Consulting (general), Investment advisory (plan) $105,000
Fiduciary Investment Advisors Investment advisory (plan) $19,572