Jessica Lucas signed Samson Companies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Samson Companies, LLC's EIN is 27-0322334.
Download the official 2024 Form 5500 (PDF) for Samson Companies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Samson Companies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 95-2834236 | — | INVESTMENT/FINANCIAL ADVI | $8K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE ST EQUITY 500 INDEX K 223 REGISTERED INVESTMENT COMPANY STATE ST TARGET RETIRE 2035 K | Registered Investment Companies | — | — | $746K | 27.3% | |
| STATE ST TARGET RETIRE 2045 K | Registered Investment Companies | — | — | $422K | 15.4% | |
| STATE ST TARGET RETIRE 2040 K | Registered Investment Companies | — | — | $298K | 10.9% | |
| STATE ST TARGET RETIRE 2025 K | Registered Investment Companies | — | — | $252K | 9.2% | |
| STATE ST TARGET RETIRE 2030 K | Registered Investment Companies | — | — | $223K | 8.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $191K | 7.0% | |
| STATE ST TARGET RETIRE 2050 K | Registered Investment Companies | — | — | $140K | 5.1% | |
| STATE ST TARGET RETIRE 2055 K | Registered Investment Companies | — | — | $114K | 4.2% | |
| STATE ST TARGET RETIRE 2020 K | Registered Investment Companies | — | — | $107K | 3.9% | |
| STATE ST TARGET RETIRE 2060 K | Registered Investment Companies | — | — | $40K | 1.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $32K | 1.2% | |
| STATE ST TARGET RETIREMENT K | Registered Investment Companies | — | — | $29K | 1.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $26K | 0.9% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $22K | 0.8% | |
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $18K | 0.7% | |
| BR RUSSELL 2000 VAL INDEX R WILMINGTON TRUST COMPANY · EIN 20-3802296 / PN 005 | Common Collective Trust | — | — | $15K | 0.5% | |
| BR RUSSELL 2000 GR IDX R WILMINGTON TRUST COMPANY · EIN 20-3802395 / PN 006 | Common Collective Trust | — | — | $13K | 0.5% | |
| BLACKROCK 60 40 TARGET ALLOC K | Registered Investment Companies | — | — | $12K | 0.5% | |
| SS TRGT RTMNT 2065 K | Registered Investment Companies | — | — | $7K | 0.3% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $6K | 0.2% | |
| BLACKROCK RUSS 1000 VAL IDX R WILMINGTON TRUST · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $3K | <0.1% | |
| STATE STREET AGGREGATE BD ID K | Registered Investment Companies | — | — | $3K | <0.1% | |
| SST GLOBAL AC EQ EX-US IDX K | Registered Investment Companies | — | — | $1K | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $336 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
