What public Form 5500 filings show about the Samco Capital Markets, Inc. 401(k) plan — and how to find and check your own account.
Samco Capital Markets, Inc. (EIN 20-2932662) reports SAMCO CAPITAL MARKETS, INC. 401K PLAN AND TRUST on its most recent Form 5500, with $15.6M in plan assets across 69 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Samco Capital Markets, Inc. filing — schedules, fees, and providers.
Samco Capital Markets, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Samco Capital Markets, Inc.HR for the recordkeeper’s name and login.
