Plan Snapshot
- Plan Sponsor: Samba Tv, INC.
- Sponsor EIN: 263436467
- Sponsor Address: 118 KING STREET, SUITE 100, SAN FRANCISCO, CA, 94107
- Plan Type: 401(k)
- Total Participants: 102
- Total Assets: $13.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 102 | $13.3M | $206,781 | $1.6M |
| 2023 | 155 | $11.7M | $296,119 | $2.2M |
| 2022 | 227 | $8.3M | $348,033 | $2.3M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL CORP | SERVICE PROVIDER | — | $34,721 | $34,721 |
| PLAN DESIGN CONSULTANTS | THIRD PARTY ADMIN | — | $8,465 | $8,465 |
| ARMANINO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,186
- Estimated Expense Ratio: 0.324% 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 | $11,761 | $3,236 | $8,225 | — | — |
| 2023 | $19,375 | — | $19,375 | — | — |
| 2022 | $8,832 | — | $8,832 | — | — |