Plan Snapshot
- Plan Sponsor: Sammons Corporation
- Sponsor EIN: 750864422
- Sponsor Address: 5949 SHERRY LANE SUITE 1900, DALLAS, TX, 752258015
- Plan Type: 401(k)
- Total Participants: 3,626
- Total Assets: $341.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 3,626 | $341.3M | $6,387 | $24.4M |
| 2023 | 3,275 | $284.6M | $0 | $20.9M |
| 2022 | 2,962 | $225.7M | $4,095 | $17.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $98,548 | $45,751 | — | — | — |
| 2023 | $80,813 | $34,707 | — | — | — |
| 2022 | $79,167 | — | — | — | — |