Plan Snapshot
- Plan Sponsor: Samsonite, LLC
- Sponsor EIN: 363511556
- Sponsor Address: 575 WEST STREET, SUITE 110, MANSFIELD, MA, 02048
- Plan Type: 401(k)
- Total Participants: 628
- Total Assets: $104.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 628 | $104.4M | $3.8M | $3.9M |
| 2023 | 638 | $94.2M | $3.4M | $3.4M |
| 2022 | 864 | $82.6M | $3.0M | $3.0M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $95,744 | — | $95,744 |
| MMA SECURITIES | ACCOUNTANT | $15,444 | — | $15,444 |
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES — ACCOUNTANT
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $111,188
- Estimated Expense Ratio: 0.106% 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 | $111,670 | $15,444 | $95,744 | — | — |
| 2023 | $122,056 | $11,244 | $88,045 | — | — |
| 2022 | $201,218 | $15,712 | $136,903 | — | $48,603 |