Linda Watson signed Samsung Electronics America, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Samsung Electronics America, Inc.'s EIN is 13-2951153.
Download the official 2024 Form 5500 (PDF) for Samsung Electronics America, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Samsung Electronics America, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $756K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $1.0M | — |
| CAPFINANCIAL |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 26-0058143 |
| — |
| CONSULTANT |
| $105K |
| — |
| FIDUCIARY INVESTMENT ADVISORS | 36-4001764 | — | CONSULTANT | $20K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments FID 500 INDEX # | Common Collective Trusts | — | — | $684.0M | 21.9% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Brokerage Link # | Self-Directed Brokerage | — | — | $299.1M | 9.6% | |
| JPMorgan Investments JPMorgan Large Cap Growth A # | Other securities | — | — | $212.1M | 6.8% | |
| JPM LG CP GRTH CF-A JP MORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $212.1M | 6.8% | |
| T. Rowe Price Retirement 2045 Class T6 # | Other securities | — | — | $211.7M | 6.8% | |
| TRP RET HYB 2045 T6 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $211.7M | 6.8% | |
| T. Rowe Price Retirement 2040 Class T6 # | Other securities | — | — | $204.6M | 6.6% | |
| TRP RET HYB 2040 T6 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $204.6M | 6.6% | |
| T. Rowe Price Retirement 2050 Class T6 # | Other securities | — | — | $194.3M | 6.2% | |
| TRP RET HYB 2050 T6 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $194.3M | 6.2% | |
| T. Rowe Price Retirement 2035 Class T6 # | Other securities | — | — | $181.0M | 5.8% | |
| TRP RET HYB 2035 T6 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $181.0M | 5.8% | |
| TRP RET HYB 2055 T6 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $156.4M | 5.0% | |
| T. Rowe Price Retirement 2055 Class T6 # | Other securities | — | — | $156.4M | 5.0% | |
| T. Rowe Price Retirement 2030 Class T6 # | Other securities | — | — | $139.2M | 4.5% | |
| TRP RET HYB 2030 T6 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $139.2M | 4.5% | |
| PSA NO. 25 STABLE VALUE ACCOUN NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $97.8M | 3.1% | |
| Guaranteed Group Annuity Contract New York Life Insurance Company Group Annuity Contract #GA-31515 # | Common Stocks | — | — | $97.8M | 3.1% | |
| Fidelity Investments FID TOTAL INTL IDX # | Common Collective Trusts | — | — | $87.9M | 2.8% | |
| Fidelity Investments FID MID CAP IDX # | Common Collective Trusts | — | — | $85.2M | 2.7% | |
| FIAM CORE PLUS CL E FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $72.8M | 2.3% | |
| Columbia Management Investment Advisers Columbia Dividend Income Fund # | Other securities | — | — | $57.0M | 1.8% | |
| COL DIV INCOME CAP AMERIPRISE TRUST COMPANY · EIN 87-1854339 / PN 090 | Common Collective Trust | — | — | $57.0M | 1.8% | |
| T. Rowe Price Retirement 2025 Class T6 # | Other securities | — | — | $55.7M | 1.8% | |
| TRP RET HYB 2025 T6 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $55.7M | 1.8% | |
| Fidelity Investments FID SM CAP IDX # | Common Collective Trusts | — | — | $50.5M | 1.6% | |
| Fidelity Investments FID US BD IDX # | Common Collective Trusts | — | — | $38.6M | 1.2% | |
| Vanguard Explorer Value Fund Investor Shares # | Mutual Funds | — | — | $37.3M | 1.2% | |
| through 2034 # | Other securities | — | — | $36.0M | 1.2% | |
| GQG Partners Emerging Markets Equity R6 # | Other securities | — | — | $33.5M | 1.1% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $31.3M | 1.0% | |
| American Funds Europac Growth R6 # | Mutual Funds | — | — | $27.0M | 0.9% | |
| T. Rowe Price Retirement 2060 Class T6 # | Other securities | — | — | $26.9M | 0.9% | |
| TRP RET HYB 2060 T6 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $26.9M | 0.9% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $22.6M | 0.7% | |
| Fidelity Investments Fidelity Small Cap Growth K6 # | Mutual Funds | — | — | $21.6M | 0.7% | |
| T. Rowe Price Retirement 2020 Class T6 # | Other securities | — | — | $17.7M | 0.6% | |
| TRP RET HYB 2020 T6 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $17.7M | 0.6% | |
| T. Rowe Price Retirement 2065 Class T6 # | Other securities | — | — | $14.1M | 0.5% | |
| TRP RET HYB 2065 T6 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $14.1M | 0.5% | |
| Fidelity Investments FID INFL PR BD IDX # | Common Collective Trusts | — | — | $13.2M | 0.4% | |
| T. Rowe Price Retirement 2005 Class T6 # | Other securities | — | — | $4.5M | 0.1% | |
| TRP RET HYB 2005 T6 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $4.5M | 0.1% | |
| T. Rowe Price Retirement 2015 Class T6 # | Other securities | — | — | $2.9M | <0.1% | |
| TRP RET HYB 2015 T6 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $2.9M | <0.1% | |
| Money Market Fund * Fidelity Investments Fidelity Stif Money Market Portfolio Fund # | Mutual Funds | — | — | $2.6M | <0.1% | |
| T. Rowe Price Retirement 2010 Class T6 # | Other securities | — | — | $1.7M | <0.1% | |
| TRP RET HYB 2010 T6 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $1.7M | <0.1% | |
| TRP RETIRE 2050 B T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2025 B T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
