# Samson Tug And Barge, INC. 401(k) Plan
Source: https://planprovider.pro/companies/samson-tug-and-barge-inc-401k-plan-003

> Samson Tug And Barge, INC.'s 401(k) plan: 104 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| NORTHWESTERN MUTUAL MGMT CO|NONE|$31,728|—|$31,728|

| NORTHWEST PLAN SERVICES|RECORDKEEPER|$18,251|—|$18,251|

| ELGEE REHFELD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [NORTHWESTERN MUTUAL MGMT CO](https://planprovider.pro/provider/northwestern-mutual) — NONE

- [NORTHWEST PLAN SERVICES](https://planprovider.pro/provider/nwps) — RECORDKEEPER

- [ELGEE REHFELD](https://planprovider.pro/provider/elgee-rehfeld-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $49,979

- **Estimated Expense Ratio:** 0.594% 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|$52,357|$31,728|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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