Plan Snapshot
- Plan Sponsor: Sampson Morris Group, INC.
- Sponsor EIN: 232870814
- Sponsor Address: 2500 ELDO ROAD, MONROEVILLE, PA, 15146
- Plan Type: 401(k)
- Total Participants: 83
- Total Assets: $9.0M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 83 | $9.0M | $175,917 | $334,006 |
| 2023 | 89 | $7.7M | $185,076 | $339,712 |
| 2022 | 89 | $7.7M | $171,547 | $317,015 |
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 |
|---|---|---|---|---|
| BUCKLER, MCKENNEY & NADZADI, PC | 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 | $51,202 | — | — | — | — |
| 2023 | $59,749 | — | — | — | — |
| 2022 | $60,623 | — | — | — | $60,623 |