Plan Snapshot
- Plan Sponsor: Samson Management
- Sponsor EIN: 113192031
- Sponsor Address: 118-35 QUEENS BLVD SUITE 1710, FOREST HILLS, NY, 11375
- Plan Type: 401(k)
- Total Participants: 79
- Total Assets: $21.4M
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 | 79 | $21.4M | $105,898 | $677,504 |
| 2023 | 86 | $19.7M | $100,212 | $613,197 |
| 2022 | 81 | $18.4M | $98,592 | $602,485 |
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 |
|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES INC DBA | INVESTMENT ADVISOR | $37,601 | — | $37,601 |
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,601
- Estimated Expense Ratio: 0.175% 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 | $45,389 | $45,389 | — | — | — |
| 2023 | $2,480 | — | — | — | — |
| 2022 | $1,351 | — | $1,351 | — | — |