How big is SAMI Capital Management LLC's plan?

SAMI Capital Management LLC's plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20251010110025NAL0004526835001

SAMI Capital Management LLC

Name: SAMI Capital Management LLC — SCM Profit Sharing, Form 5500 (2024)
Creator: SAMI Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SCM Profit Sharing Plan

401(k) retirement plan · SAMI Capital Management LLC's SCM Profit Sharing Plan held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Houston Peterson signed SAMI Capital Management LLC's 2024 Form 5500 as plan administrator.

Houston Peterson — 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

SAMI Capital Management LLC's EIN is 27-3909036.

EIN 27-3909036

Plan number 001

Plan year 2024

ACK ID 20251010110025NAL0004526835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SAMI Capital Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SAMI Capital Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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