How big is Samco Capital Markets, Inc.'s plan?

Samco Capital Markets, Inc.'s plan reported $15.6M in assets and 69 participants for 2024.

Original filing (PDF)20251010105004NAL0004157971001

Samco Capital Markets, Inc.

Name: Samco Capital Markets, Inc. — Samco Capital Markets, Form 5500 (2024)
Creator: Samco Capital Markets, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Samco Capital Markets, Inc. 401(k) Plan and Trust

401(k) retirement plan · Samco Capital Markets, Inc.'s Samco Capital Markets, Inc. 401(k) Plan and Trust held $15.6M in plan assets for 69 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$15.6M

Net assets (EOY)

$15.6M

Plan identifiers

Samco Capital Markets, Inc.'s EIN is 20-2932662.

EIN 20-2932662

Plan number 001

Plan year 2024

ACK ID 20251010105004NAL0004157971001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Samco Capital Markets, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Samco Capital Markets, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAMCO CAPITAL MARKETS, INC..

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Plan health score

Above-average plan

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