Samaritan Ministries International's EIN is 37-1295601.
Download the official 2024 Form 5500 (PDF) for Samaritan Ministries International from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Samaritan Ministries International's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | CUSTODIAN | $2K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Equity Inc Fd Admiral Shs | Mutual Funds | — | — | $2.4M | 20.6% | |
| Charles Schwab S&P 500 Index Fund - Select S | Common Collective Trusts | — | — | $2.3M | 19.7% | |
| T. Rowe Price All-Cap Opp-I | Other securities | — | — | $1.6M | 13.3% | |
| Vanguard Short-Term Invst Grade Adm | Mutual Funds | — | — | $1.2M | 9.9% | |
| Legg Mason Western Asset Core Plus Bd Fd I | Other securities | — | — | $1.2M | 9.8% | |
| Invesco Oppenheimer Discovery Y | Mutual Funds | — | — | $738K | 6.2% | |
| Vanguard Small Vap Value Index Adm | Mutual Funds | — | — | $736K | 6.2% | |
| MFS International Diversification R6 | Mutual Funds | — | — | $662K | 5.6% | |
| Charles Schwab Bank Savings | Mutual Funds | — | — | $512K | 4.3% | |
| Personal Choice Retirement Accounts | Self-Directed Brokerage | — | — | $308K | 2.6% | |
| Rates from 2.00% to 10.50% - | Bonds / Notes | — | — | $109K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-4389114 |
| — |
| RECORDKEEPER |
| $11K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVID VAUGHAN INVESTMENTS, INC. | 37-1272863 | — | FINANCIAL ADVISOR | $39K | — |
