Plan Snapshot
- Plan Sponsor: Saama Technologies, LLC
- Sponsor EIN: 770456182
- Sponsor Address: 900 EAST HAMILTON AVENUE, CAMPBELL, CA, 95008
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $34.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 192 | $34.3M | $695,750 | $2.2M |
| 2023 | 197 | $31.1M | $1.0M | $2.7M |
| 2022 | 249 | $25.8M | $782,495 | $2.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CREATIVE PLANNING LLC | ADVISOR | $32,788 | — | $32,788 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $15,520 | — | $15,520 |
| CREATIVE PLANNING HOLDCO LLC | CONSULTANT | $6,752 | — | $6,752 |
| SINGERLEWAK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CREATIVE PLANNING HOLDCO LLC — CONSULTANT
- SINGERLEWAK LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,060
- Estimated Expense Ratio: 0.161% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $58,500 | $36,774 | — | — | — |
| 2023 | $10,221 | $4,853 | — | — | — |
| 2022 | $7,892 | $2,644 | — | — | — |