Samet Corporation 401(k) Profit Sharing Plan
Sponsored by Samet Corporation · EIN 560794883 · Plan #001
- Total assets
- $38.8M
- Net assets
- $38.8M
- Active participants
- 553
- With balances
- 628
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | fuzzy_auto · 93% | 2024 |
| Wealthlet Advisory Llc CRD 282885 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Co | Contract administrator, Participant loan processing, Direct payment from the plan | $54,100 |
| Global Retirement | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $28,500 |
| Wellth Advisory | Investment advisory (plan), Direct payment from the plan | $9,500 |
| Strategic Ret Administration Llc | Other services, Other fees | $0 |