Thomas Dixon signed Sampson Morris Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sampson Morris Group, Inc.'s EIN is 23-2870814.
Download the official 2024 Form 5500 (PDF) for Sampson Morris Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sampson Morris Group, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S & T WEALTH TRUST | 25-1607533 | INDIANA, PA | TRUSTEE | $18K | — |
| AMERIPRISE FINANCIAL | 13-3180631 | PITTSBURGH, PA | TRUSTEE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION BENEFITS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.0M | 100.0% |
| 25-1722805 |
| WEXFORD, PA |
| NONE |
| $25K |
| — |
| BUCKLER, MCKENNEY & NADZADI, P.C. | 25-1769537 | MONROEVILLE, PA | NONE | $125 | — |
