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Original filing (PDF)20250825051132NAL0003762547001
SAMSON COMPANIES, LLC
Form 5500
FILING_RECEIVED
SAMSON COMPANIES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
27% in single holding~81 bps in Sched C fees
Active participants
167
Accounts w/ balance
99
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
4 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
65
Vendor stack
100
Participation health
80
Knocking points off
- Top holding "STATE ST EQUITY 500 INDEX K 223 REGISTERED INVESTMENT COMPANY STATE ST TARGET RETIRE 2035 K" is 27% of plan.
- 81 bps in Schedule C fees — 57% above peer band of 52 bps.
- 59% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAMSON COMPANIES, LLC.
Plan sponsor
Name
SAMSON COMPANIES, LLC
EIN
27-0322334
Address
14291 PARK MEADOW DRIVE · SUITE 500 · CHANTILLY, VA · 20151
Phone
(703) 817-2477
Industry
All Other Professional Services· Professional & Technical Servicessee all
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
2025-08-25
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CST GROUP CPAS PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL CORPORATION RPCP | 95-2834236 | — | INVESTMENT/FINANCIAL ADVI | $8K | — |
Investments
20 direct securities · 4 pooled funds· $2.7M(100% of reported assets)
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.
Registered Investment Companies
$2.7M
20 holdings
Common Collective Trust
$31K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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