Plan Snapshot
- Plan Sponsor: Samson Tug And Barge, INC.
- Sponsor EIN: 920024676
- Sponsor Address: 329 HARBOR DRIVE, SITKA, AK, 99835
- Plan Type: 401(k)
- Total Participants: 104
- Total Assets: $8.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 104 | $8.4M | $205,309 | $489,093 |
| 2023 | 133 | $7.5M | $191,741 | $433,178 |
| 2022 | 115 | $6.0M | $130,130 | $293,875 |
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 |
|---|---|---|---|---|
| ELGEE REHFELD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELGEE REHFELD — 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 | $52,357 | $31,728 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |