How big is Sam Advisors, LLC's plan?

Sam Advisors, LLC's plan reported $2.0M in assets and 4 participants for 2024.

Original filing (PDF)20250528093751NAL0004311811001

Sam Advisors, LLC

Name: Sam Advisors, LLC — Sam Advisors, LLC 401(k) Plan, Form 5500 (2024)
Creator: Sam Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sam Advisors, LLC 401(k) Plan

401(k) retirement plan · Sam Advisors, LLC's Sam Advisors, LLC 401(k) Plan held $2.0M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Sam Advisors, LLC's EIN is 20-2295233.

EIN 20-2295233

Plan number 001

Plan year 2024

ACK ID 20250528093751NAL0004311811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sam Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sam Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAM ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score