Plan Snapshot
- Plan Sponsor: Samson Companies, LLC
- Sponsor EIN: 270322334
- Sponsor Address: 14291 PARK MEADOW DRIVE, CHANTILLY, VA, 20151
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $2.7M
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 | 167 | $2.7M | $0 | $466,748 |
| 2023 | 148 | $2.2M | $0 | $432,647 |
| 2022 | 147 | $1.4M | $0 | $436,660 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $14,190 | — | $14,190 |
| LPL FINANCIAL CORPORATION RPCP | INVESTMENT/FINANCIAL ADVI | $8,065 | — | $8,065 |
| CST GROUP CPAS PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- LPL FINANCIAL CORPORATION RPCP — INVESTMENT/FINANCIAL ADVI
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $22,255
- Estimated Expense Ratio: 0.814% 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 | $22,255 | $8,065 | — | — | — |
| 2023 | $24,157 | — | — | — | — |
| 2022 | $18,396 | $6,017 | $12,379 | — | — |