How big is Samba TV, Inc.'s plan?

Samba TV, Inc.'s plan reported $13.3M in assets and 102 participants for 2024.

Original filing (PDF)20251014173653NAL0003407921001

Samba TV, Inc.

Name: Samba TV, Inc. — Samba TV, Inc. 401(k) Plan and, Form 5500 (2024)
Creator: Samba TV, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Samba TV, Inc. 401(k) Plan and Trust

401(k) retirement plan · Samba TV, Inc.'s Samba TV, Inc. 401(k) Plan and Trust held $13.3M in plan assets for 102 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

102

Accounts w/ balance

257

Plan assets (EOY)

$13.3M

Net assets (EOY)

$13.3M

People on this filing

Alvir Navin signed Samba TV, Inc.'s 2024 Form 5500 as plan administrator.

Alvir Navin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Samba TV, Inc.'s EIN is 26-3436467.

EIN 26-3436467

Plan number 001

Plan year 2024

ACK ID 20251014173653NAL0003407921001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Samba TV, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

38 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 389K (20% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

SAMBA TV, INC.

EIN

all filings

Address

118 KING STREET, SUITE 100 · SAN FRANCISCO, CA · 94107

Phone

(415) 860-7920

Industry

Professional & Technical Services

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PLAN DESIGN CONSULTANTS	94-2936206	—	THIRD PARTY ADMIN	—	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
LPL FINANCIAL CORP	04-3046611	—	SERVICE PROVIDER	—	—

Investments

38 direct securities · 1 pooled fund· $26.9M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Pooled Separate Account

$13.2M

1 holding

Pooled Separate Accounts

$13.2M

35 holdings

Other securities

$426K

2 holdings

Stable Value

$102K

1 holding

					% of plan
VOYA RETIREMENT INSURANCE AND ANNUI VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 000	Pooled Separate Account	—	—	$13.2M	99.0%
iShares S&P 500 Index Fund K Pooled Separate Account	Pooled Separate Accounts	—	—	$2.5M	18.9%
Voya Index Solution 2045 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$2.1M	15.9%
Voya Index Solution 2055 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$2.0M	15.2%
Voya Index Solution 2050 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$1.9M	14.0%
Voya Index Solution 2060 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$711K	5.3%
Fidelity Large Cap Growth Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$594K	4.5%
Voya Index Solution 2040 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$440K	3.3%
Voya Index Solution 2035 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$417K	3.1%
included: Corrected VFCP Correction in VFCP 2002-51 $	Other securities	—	—	$389K	2.9%
iShares MSCI EAFE Intl Index Fund K Pooled Separate Account	Pooled Separate Accounts	—	—	$322K	2.4%
Vanguard Small-Cap Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$296K	2.2%
Voya Large-Cap Growth Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$281K	2.1%
iShares Russell Mid-Cap Index Fund K Pooled Separate Account	Pooled Separate Accounts	—	—	$153K	1.1%
Vanguard Mid-Cap Value Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$153K	1.1%
Columbia Dividend Income Fund I3 Pooled Separate Account	Pooled Separate Accounts	—	—	$150K	1.1%
American Century Heritage Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$148K	1.1%
Vanguard LifeStrat Growth Fund Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$148K	1.1%
Voya Index Solution 2030 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$142K	1.1%
Voya Index Solution 2065 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$135K	1.0%
American Funds New World R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$133K	1.0%
Voya Fixed Account Guaranteed Investment Contract	Stable Value	—	—	$102K	0.8%
Vanguard Total Bond Market Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$69K	0.5%
MFS Global Equity Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$61K	0.5%
Vanguard Balanced Index Fund Adm Pooled Separate Account	Pooled Separate Accounts	—	—	$43K	0.3%
Cohen & Steers Instit Realty Shares Pooled Separate Account	Pooled Separate Accounts	—	—	$40K	0.3%
Notes receivable from participants September 2027. -	Other securities	—	—	$37K	0.3%
PGIM Total Return Bond Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$31K	0.2%
PGIM High Yield Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$30K	0.2%
Fidelity International Bond Index Fund Pooled Separate Account	Pooled Separate Accounts	—	—	$29K	0.2%
Janus Henderson Triton Fund N Pooled Separate Account	Pooled Separate Accounts	—	—	$23K	0.2%
Vanguard LifeStrat Moderate Growth Fund Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$22K	0.2%
American Funds Conservative Growth and Inc R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$22K	0.2%
American Funds Growth and Inc Pt R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$21K	0.2%
Voya Index Solution 2025 Portfolio Z Pooled Separate Account	Pooled Separate Accounts	—	—	$16K	0.1%
Franklin Small Cap Value Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$13K	0.1%
American Funds Income Fund R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$11K	<0.1%
Vanguard LifeStrat Conservative Growth Fund Inv Pooled Separate Account	Pooled Separate Accounts	—	—	$6K	<0.1%
American Funds Am Balanced R6 Pooled Separate Account	Pooled Separate Accounts	—	—	$1K	<0.1%