# Samsung Sdi America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/samsung-sdi-america-inc-401k-plan

> Samsung Sdi America, INC.'s 401(k) plan: 461 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Samsung Sdi America, INC.

- **Sponsor EIN:** 954166217

- **Sponsor Address:** 3655 NORTH FIRST STREET, SAN JOSE, CA, 95134

- **Plan Type:** 401(k)

- **Total Participants:** 461

- **Total Assets:** $28.1M

## 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|461|$28.1M|$1.5M|$3.4M|

| 2023|653|$21.5M|$1.5M|$2.8M|

| 2022|492|$14.6M|$1.2M|$2.1M|

## 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|$88,257|—|$88,257|

| MORGAN STANLEY SMITH BARNEY|INVESTMENT/FINANCIAL ADVI|$47,879|—|$47,879|

| KLICHS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [MORGAN STANLEY SMITH BARNEY](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT/FINANCIAL ADVI

- [KLICHS LLP](https://planprovider.pro/provider/klichs-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $136,136

- **Estimated Expense Ratio:** 0.484% 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|$136,136|$47,879|—|—|—|

| 2023|$126,304|$61,756|—|—|—|

| 2022|$44,725|—|—|—|—|

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