Plan Snapshot
- Plan Sponsor: Sampco INC.
- Sponsor EIN: 043110392
- Sponsor Address: 56 DOWNING PARKWAY, PITTSFIELD, MA, 01201
- Plan Type: 401(k)
- Total Participants: 241
- Total Assets: $8.4M
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 | 241 | $8.4M | $65,156 | $409,116 |
| 2023 | 215 | $7.9M | $55,694 | $351,043 |
| 2022 | 215 | $7.0M | $54,234 | $349,666 |
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 |
|---|---|---|---|---|
| ADELSON & COMPANY PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADELSON & COMPANY PC — 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 | $56,366 | — | $56,366 | — | — |
| 2023 | $50,519 | $1,590 | $48,929 | — | — |
| 2022 | $55,835 | — | $55,835 | — | — |