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Original filing (PDF)20251015175029NAL0002830579001
SAMSUNG ELECTRONICS AMERICA, INC.
Form 5500
FILING_RECEIVED
SAMSUNG 401(K) PLAN
401(k) retirement plan
Active participants
13,861
Accounts w/ balance
18,369
Plan assets (EOY)
$3.1B
Net assets (EOY)
$3.1B
How this plan invests
This plan
33 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 6 bps in Schedule C fees — modestly above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAMSUNG ELECTRONICS AMERICA, INC..
Plan sponsor
Name
SAMSUNG ELECTRONICS AMERICA, INC.
EIN
13-2951153
Address
700 SYLVAN AVENUE · ENGLEWOOD CLIFFS, NJ · 07632
Phone
(201) 229-4000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $756K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $1.0M | — |
| CAPFINANCIAL | 26-0058143 | — | CONSULTANT | $105K | — |
| FIDUCIARY INVESTMENT ADVISORS | 36-4001764 | — | CONSULTANT | $20K | — |
Investments
29 direct securities · 33 pooled funds· $4.7B(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
$3.0B
28 holdings
Common Collective Trust
$1.6B
32 holdings
Pooled Separate Account
$97.8M
1 holding
Mutual Funds
$27.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments FID 500 INDEX # | — | — | — | $684.0M | 21.9% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Brokerage Link # | — | — | — | $299.1M | 9.6% | |
| JPMorgan Investments JPMorgan Large Cap Growth A # | — | — | — | $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 # | — | — | — | $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 # | — | — | — | $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 # | — | — | — | $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 # | — | — | — | $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 # | — | — | — | $156.4M | 5.0% | |
| T. Rowe Price Retirement 2030 Class T6 # | — | — | — | $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 # | — | — | — | $97.8M | 3.1% | |
| Fidelity Investments FID TOTAL INTL IDX # | — | — | — | $87.9M | 2.8% | |
| Fidelity Investments FID MID CAP IDX # | — | — | — | $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 # | — | — | — | $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 # | — | — | — | $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 # | — | — | — | $50.5M | 1.6% | |
| Fidelity Investments FID US BD IDX # | — | — | — | $38.6M | 1.2% | |
| Vanguard Explorer Value Fund Investor Shares # | — | — | — | $37.3M | 1.2% | |
| through 2034 # | — | — | — | $36.0M | 1.2% | |
| GQG Partners Emerging Markets Equity R6 # | — | — | — | $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 # | — | — | — | $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 # | — | — | — | $21.6M | 0.7% | |
| T. Rowe Price Retirement 2020 Class T6 # | — | — | — | $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 # | — | — | — | $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 # | — | — | — | $13.2M | 0.4% | |
| T. Rowe Price Retirement 2005 Class T6 # | — | — | — | $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 # | — | — | — | $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 # | — | — | — | $2.6M | <0.1% | |
| T. Rowe Price Retirement 2010 Class T6 # | — | — | — | $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% | |
| TRP RETIRE 2060 B T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2065 B T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2030 B T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2045 B T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2015 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2005 B T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2035 B T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2040 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2010 B T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2055 B T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2020 B T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |