# Saama Technologies, LLC 401(k) Plan
Source: https://planprovider.pro/companies/saama-technologies-inc-401k-plan

> Saama Technologies, LLC's 401(k) plan: 192 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CREATIVE PLANNING HOLDCO LLC](https://planprovider.pro/provider/creative-planning) — CONSULTANT

- [SINGERLEWAK LLP](https://planprovider.pro/provider/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|—|—|—|

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