Sampson Morris Group, Inc. 401(k) Plan
Sponsored by Sampson Morris Group, Inc. · EIN 232870814 · Plan #002
- Total assets
- $9.0M
- Net assets
- $9.0M
- Active participants
- 83
- With balances
- 70
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Pension Benefits | Recordkeeping, Contract administrator | $25,052 |
| S & T Wealth Trust | Trustee (institutional) | $18,186 |
| Ameriprise Financial | Trustee (institutional) | $7,838 |
| Buckler, Mckenney & Nadzadi, P.C. | Accounting | $125 |