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Original filing (PDF)20250730153035NAL0002044835001
SAMET CORPORATION
Form 5500
FILING_RECEIVED
SAMET CORPORATION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
553
Accounts w/ balance
628
Plan assets (EOY)
$38.8M
Net assets (EOY)
$38.8M
How this plan invests
This plan
4 pooled trusts
Schedule D
60 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAMET CORPORATION.
Plan sponsor
Name
SAMET CORPORATION
EIN
56-0794883
Address
309 GALLIMORE DAIRY ROAD · SUITE 102 · GREENSBORO, NC · 27409
Phone
(336) 544-2619
Industry
Constructionsee 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
2025-07-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT | 35-2552359 | — | INVESTMENT ADVISORY | $29K | — |
| WELLTH ADVISORY | 99-2539506 | — | INVESTMENT ADVISORY | $10K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO | 42-0127290 | — | CONTRACT ADMINISTRATOR | $54K | — |
| STRATEGIC RET ADMINISTRATION LLC | 27-4018270 | — | THIRD PARTY ADMINISTRATO | $0 | — |
Investments
52 direct securities · 4 pooled funds· $75.5M(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.
Uncategorized
$73.3M
48 holdings
Common Collective Trust
$1.6M
3 holdings
Guaranteed Income / GIC
$398K
1 holding
Registered Investment Companies
$120K
1 holding
Pooled Separate Accounts
$40K
1 holding
Pooled Separate Account
$40K
1 holding
Mutual Funds
$15K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fds Trgt Dte Rtm 2030 R6 Fd Registered Investment Company Am American Funds Service Company $ 0.00 | — | — | — | $5.6M | 14.5% | |
| American Funds Target Date Retirement 2035 R6 Fund | — | — | — | $5.6M | 14.5% | |
| American Funds Target Date Retirement 2030 R6 Fund | — | — | — | $5.2M | 13.3% | |
| Fds Trgt Dte Rtm 2025 R6 Fd Registered Investment Company Am American Funds Service Company $ 0.00 | — | — | — | $5.2M | 13.3% | |
| American Funds Target Date Retirement 2045 R6 Fund | — | — | — | $4.5M | 11.7% | |
| Fds Trgt Dte Rtm 2040 R6 Fd Registered Investment Company Am American Funds Service Company $ 0.00 | — | — | — | $4.5M | 11.7% | |
| Fds Trgt Dte Rtm 2045 R6 Fd Registered Investment Company Am American Funds Service Company $ 0.00 | — | — | — | $3.9M | 10.1% | |
| American Funds Target Date Retirement 2050 R6 Fund | — | — | — | $3.9M | 10.1% | |
| Fds Trgt Dte Rtm 2035 R6 Fd Registered Investment Company Am American Funds Service Company $ 0.00 | — | — | — | $3.2M | 8.1% | |
| American Funds Target Date Retirement 2040 R6 Fund | — | — | — | $3.2M | 8.1% | |
| American Funds Target Date Retirement 2060 R6 Fund | — | — | — | $2.9M | 7.6% | |
| Fds Trgt Dte Rtm 2055 R6 Fd Registered Investment Company Am American Funds Service Company $ 0.00 | — | — | — | $2.9M | 7.6% | |
| American Funds Target Date Retirement 2055 R6 Fund | — | — | — | $2.5M | 6.3% | |
| Fds Trgt Dte Rtm 2050 R6 Fd Registered Investment Company Am American Funds Service Company $ 0.00 | — | — | — | $2.5M | 6.3% | |
| Vanguard Sm Cap Val Idx Adm Fd Registered Investment Company Vanguard Group $ 0.00 | — | — | — | $2.2M | 5.6% | |
| Vanguard 500 Index Fund - Adm | — | — | — | $2.2M | 5.6% | |
| Fds Trgt Dte Rtm 2020 R6 Fd Registered Investment Company Am American Funds Service Company $ 0.00 | — | — | — | $1.8M | 4.6% | |
| American Funds Target Date Retirement 2025 R6 Fund | — | — | — | $1.8M | 4.6% | |
| Fds Trgt Dte Rtm 2070 R6 Fd Registered Investment Company Great Gray Trust Co $ 0.00 | — | — | — | $1.0M | 2.6% | |
| LARGE CAP GRWTH FD IIICL R1 GREAT GRAY TRUST CO · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $1.0M | 2.6% | |
| Fds Trgt Dte Rtm 2060 R6 Fd Registered Investment Company Am American Funds Service Company $ 0.00 | — | — | — | $975K | 2.5% | |
| American Funds Target Date Retirement 2065 R6 Fund | — | — | — | $975K | 2.5% | |
| Legg Mason ClearBridge Select IS Fund | — | — | — | $888K | 2.3% | |
| 9.50%, maturing through May 2033 | — | — | — | $621K | 1.6% | |
| Triv Intl Small Cap R6 Fd Range of Interest Rates * Participant Loans $ 0.00 | — | — | — | $621K | 1.6% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST CO · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $530K | 1.4% | |
| Morgan Core Plus Bond R6 Fd Registered Investment Company JP Morgan Funds $ 0.00 | — | — | — | $465K | 1.2% | |
| American Funds Target Date Retirement 2070 R6 Fund 193 J.P. Morgan International Equity R5 Fund - I | — | — | — | $465K | 1.2% | |
| * Principal Guaranteed Option | Guaranteed Income / GIC | — | — | $398K | 1.0% | |
| Company Prin Liquid Assets Sep Acct-Z Principal Life Insurance Company General Principal * $ 0.00 | — | — | — | $398K | 1.0% | |
| Vanguard Small Cap Index - Adm | — | — | — | $345K | 0.9% | |
| Vanguard MidCap Val Idx Adm Fd Registered Investment Company Vanguard Group $ 0.00 | — | — | — | $345K | 0.9% | |
| J.P. Morgan Core Plus Bond - R6 | — | — | — | $332K | 0.9% | |
| Stable Val Tr Cl III Registered Investment Company JP Morgan Funds $ 0.00 | — | — | — | $332K | 0.9% | |
| Vanguard Small Cap Value Index - Adm | — | — | — | $317K | 0.8% | |
| Vanguard Mid Cap Index - Adm | — | — | — | $307K | 0.8% | |
| Cent SC GR R6 FD Registered Investment Company Vanguard Group $ 0.00 | — | — | — | $192K | 0.5% | |
| Vanguard Balanced Index Fund - Adm | — | — | — | $192K | 0.5% | |
| Mass Mutual Select Mid Cap Growth Fund - I | — | — | — | $176K | 0.5% | |
| MASON CLRBRIGE SLCT IS FD Registered Investment Company MassMutual Financial Group $ 0.00 | — | — | — | $176K | 0.5% | |
| American Funds Target Date Retirement 2020 R6 Fund | — | — | — | $166K | 0.4% | |
| Fds Trgt Dte Rtm 2015 R6 Fd Registered Investment Company Am American Funds Service Company $ 0.00 | — | — | — | $166K | 0.4% | |
| Vanguard Mid Cap Value Index - Adm | Registered Investment Companies | — | — | $120K | 0.3% | |
| Vanguard 500 Index Admiral Fd Registered Investment Company Vic Victory Funds $ 0.00 | — | — | — | $94K | 0.2% | |
| Victory Trivalent International Sm - R6 | — | — | — | $94K | 0.2% | |
| US REAL EST R6 FUND Principal Life Insurance Pooled Separate Accounts * $ 0.00 | Pooled Separate Accounts | — | — | $40K | 0.1% | |
| PRINCIPAL LIQ ASSET SEP ACCT Z PRINICIPAL LIFE INSURANCE CO · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $40K | 0.1% | |
| American Century Small Cap Growth R6 Fund | Mutual Funds | — | — | $15K | <0.1% | |
| Common Collective Trust Funds Invesco Stable Value Trust | — | — | — | $14K | <0.1% | |
| INVESCO STABLE VALUE TRUST INVESCO NATIONAL TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $13K | <0.1% | |
| interest, collateral, par or maturity value. Registered Investment Company Am American Funds Service Company $ 0.00 | — | — | — | $4K | <0.1% | |
| American Funds Target Date Retirement 2010 R6 Fund | — | — | — | $4K | <0.1% | |
| American Funds Target Date Retirement 2015 R6 Fund | — | — | — | $2K | <0.1% | |
| Fds Trgt Dte Rtm 2010 R6 Fd Registered Investment Company Am American Funds Service Company $ 0.00 | — | — | — | $2K | <0.1% | |
| MASSMUTUAL PREM HY I FUND Registered Investment Company PGIM INVESTMENTS $ 0.00 | — | — | — | $2K | <0.1% | |
| Prudential US Real Estate R6 Fund | — | — | — | $2K | <0.1% |
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