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Original filing (PDF)20251006074620NAL0001714179001
SAMPCO INC.
Form 5500
FILING_RECEIVED
SAMPCO INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
241
Accounts w/ balance
117
Plan assets (EOY)
$8.4M
Net assets (EOY)
$8.4M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
65
Knocking points off
- 67 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Only 49% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAMPCO INC..
Plan sponsor
Name
SAMPCO INC.
EIN
04-3110392
Address
56 DOWNING PARKWAY · PITTSFIELD, MA · 01201
Phone
(413) 553-2824
Industry
Manufacturingsee all
Plan administrator
Name
COMPASS 360, LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ADELSON & COMPANY PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $55K | — |
| COMPASS 360, LLC | 81-1939215 | — | RECORDKEEER | $2K | — |
Investments
27 direct securities · 1 pooled fund· $16.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$8.4M
26 holdings
Pooled Separate Account
$8.2M
1 holding
Pooled Separate Accounts
$20K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LINCOLN LIFE SEPARATE ACCOUNT 4K LINCOLN NATIONAL LIFE INSURANCE CO · EIN 35-0472300 / PN 402 | Pooled Separate Account | — | — | $8.2M | 97.3% | |
| Lincoln National Life Insurance Co. Vanguard Target Retirement 2025 Inv | — | — | $93K | $1.7M | 19.9% | |
| Lincoln National Life Insurance Co. Vanguard Target Retirement 2035 Inv | — | — | $73K | $1.5M | 17.7% | |
| Lincoln National Life Insurance Co. Vanguard Target Retirement Inc Inv | — | — | $99K | $1.4M | 17.2% | |
| Lincoln National Life Insurance Co. Vanguard 500 Index | — | — | $28K | $900K | 10.7% | |
| Lincoln National Life Insurance Co. Vanguard Target Retirement 2040 Inv | — | — | $37K | $787K | 9.4% | |
| Lincoln National Life Insurance Co. Vanguard Target Retirement 2030 Inv | — | — | $35K | $673K | 8.0% | |
| Lincoln National Life Insurance Co. Vanguard Small Cap Growth Index Fund | — | — | $15K | $300K | 3.6% | |
| Lincoln National Life Insurance Co. Vanguard Target Retirement 2045 Inv | — | — | $11K | $250K | 3.0% | |
| Lincoln National Life Insurance Co. Guaranteed Stable Value Fund | — | — | $160K | $160K | 1.9% | |
| Lincoln National Life Insurance Co. American Funds Growth Fund of America | — | — | $4K | $157K | 1.9% | |
| Lincoln National Life Insurance Co. American Funds Washington Mutual Investors | — | — | $3K | $90K | 1.1% | |
| Lincoln National Life Insurance Co. Federated Hermes Government Ultrashort Fund | — | — | $6K | $72K | 0.9% | |
| Participant loans 4.50% - 10.50% 8.0000 | — | — | — | $68K | 0.8% | |
| Lincoln National Life Insurance Co. Vanguard Mid Cap Growth Index Admiral | — | — | $2K | $65K | 0.8% | |
| Lincoln National Life Insurance Co. Vanguard Target Retirement 2050 Inv | — | — | $3K | $64K | 0.8% | |
| Lincoln National Life Insurance Co. Baird Core Plus Bond Fund Class Institutional | — | — | $4K | $46K | 0.6% | |
| Lincoln National Life Insurance Co. Vanguard Target Retirement 2020 Inv | — | — | $2K | $29K | 0.3% | |
| Lincoln National Life Insurance Co. Vanguard Small Cap Value Index Fund | — | — | $1K | $28K | 0.3% | |
| Lincoln National Life Insurance Co. Vanguard Emerging Markets Stock Admiral | — | — | $2K | $27K | 0.3% | |
| Lincoln National Life Insurance Co. Vanguard Target Retirement 2060 Inv 946.2880 | — | — | — | $22K | 0.3% | |
| s * Lincoln National Life Insurance Co. American Funds International Growth and Income | Pooled Separate Accounts | — | $1K | $20K | 0.2% | |
| Lincoln National Life Insurance Co. Vanguard Target Retirement 2070 Inv | — | — | $1K | $18K | 0.2% | |
| Lincoln National Life Insurance Co. Vanguard Target Retirement 2055 Inv 597.1100 | — | — | — | $14K | 0.2% | |
| Lincoln National Life Insurance Co. Vanguard Inflation Protected Securities 316.6970 | — | — | — | $4K | <0.1% | |
| Lincoln National Life Insurance Co. Vanguard LifeStrategy Cons Growth Fund 99.8700 | — | — | — | $2K | <0.1% | |
| Lincoln National Life Insurance Co. Vanguard LifeStrategy Growth Fund 57.2430 | — | — | — | $1K | <0.1% | |
| Lincoln National Life Insurance Co. Vanguard LifeStrategy Moderate Growth Fund 63.3650 | — | — | — | $1K | <0.1% |
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