What public Form 5500 filings show about the Sampson Morris Group, Inc. 401(k) plan — and how to find and check your own account.
Sampson Morris Group, Inc. (EIN 23-2870814) reports SAMPSON MORRIS GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $9.0M in plan assets across 83 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 Sampson Morris Group, Inc. filing — schedules, fees, and providers.
Sampson Morris Group, 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 Sampson Morris Group, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): S & T WEALTH TRUST, AMERIPRISE FINANCIAL, AMERICAN PENSION BENEFITS, BUCKLER MCKENNEY & NADZADI P C.
