How big is Sam Advisors, LLC's plan?

Sam Advisors, LLC's plan reported $635K in assets and 3 participants for 2024.

Original filing (PDF)20250528094513NAL0004327539001

Sam Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Sam Advisors, LLC Cash Balance Plan

Defined-benefit pension plan · Sam Advisors, LLC's Sam Advisors, LLC Cash Balance Plan held $635K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$635K

Net assets (EOY)

$635K

Plan identifiers

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

EIN 20-2295233

Plan number 002

Plan year 2024

ACK ID 20250528094513NAL0004327539001

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 a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score