Plan Snapshot
- Plan Sponsor: Samtec, INC.
- Sponsor EIN: 351399589
- Sponsor Address: 520 PARK EAST BLVD, NEW ALBANY, IN, 471507251
- Plan Type: 401(k)
- Total Participants: 1,940
- Total Assets: $583.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,940 | $583.3M | $21.9M | $16.2M |
| 2023 | 1,997 | $512.0M | $23.4M | $16.5M |
| 2022 | 2,053 | $416.3M | $21.5M | $15.2M |
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. | RECORDKEEPER | $35,257 | — | $35,257 |
| MONROE SHINE & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORDKEEPER
- MONROE SHINE & CO., INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $35,257
- Estimated Expense Ratio: 0.006% 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 | $35,361 | — | — | — | — |
| 2023 | $39,947 | — | — | — | — |
| 2022 | $28,108 | — | — | — | — |