Plan Snapshot
- Plan Sponsor: Sam Dong America, INC.
- Sponsor EIN: 810960137
- Sponsor Address: 801 PITTSBURGH DRIVE, DELAWARE, OH, 43015
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 223 | $7.2M | $219,748 | $625,776 |
| 2023 | 240 | $6.5M | $215,465 | $581,422 |
| 2022 | 203 | $5.4M | $190,490 | $520,544 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $31,448 | $19,709 | — | — | — |
| 2023 | $27,007 | $16,643 | — | — | — |
| 2022 | $27,400 | — | — | — | — |