Samet Corporation's EIN is 56-0794883.
Download the official 2024 Form 5500 (PDF) for Samet Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Samet Corporation'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE CO | 42-0127290 | — | CONTRACT ADMINISTRATOR | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT | 35-2552359 | — | INVESTMENT ADVISORY | $29K | — |
| WELLTH ADVISORY |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 99-2539506 |
| — |
| INVESTMENT ADVISORY |
| $10K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC RET ADMINISTRATION LLC | 27-4018270 | — | THIRD PARTY ADMINISTRATO | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fds Trgt Dte Rtm 2030 R6 Fd Registered Investment Company Am American Funds Service Company $ 0.00 | Mutual Funds | — | — | $5.6M | 14.5% | |
| American Funds Target Date Retirement 2030 R6 Fund | Mutual Funds | — | — | $5.2M | 13.3% | |
| American Funds Target Date Retirement 2045 R6 Fund | Mutual Funds | — | — | $4.5M | 11.7% | |
| Fds Trgt Dte Rtm 2045 R6 Fd Registered Investment Company Am American Funds Service Company $ 0.00 | Mutual Funds | — | — | $3.9M | 10.1% | |
| Fds Trgt Dte Rtm 2035 R6 Fd Registered Investment Company Am American Funds Service Company $ 0.00 | Mutual Funds | — | — | $3.2M | 8.1% | |
| American Funds Target Date Retirement 2060 R6 Fund | Mutual Funds | — | — | $2.9M | 7.6% | |
| American Funds Target Date Retirement 2055 R6 Fund | Mutual Funds | — | — | $2.5M | 6.3% | |
| Vanguard Sm Cap Val Idx Adm Fd Registered Investment Company Vanguard Group $ 0.00 | Common Collective Trusts | — | — | $2.2M | 5.6% | |
| Fds Trgt Dte Rtm 2020 R6 Fd Registered Investment Company Am American Funds Service Company $ 0.00 | Mutual Funds | — | — | $1.8M | 4.6% | |
| Fds Trgt Dte Rtm 2070 R6 Fd Registered Investment Company Great Gray Trust Co $ 0.00 | Common Stocks | — | — | $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 | Mutual Funds | — | — | $975K | 2.5% | |
| Legg Mason ClearBridge Select IS Fund | Other securities | — | — | $888K | 2.3% | |
| 9.50%, maturing through May 2033 | Bonds / Notes | — | — | $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 | Common Stocks | — | — | $465K | 1.2% | |
| * Principal Guaranteed Option | Guaranteed Income / GIC | — | — | $398K | 1.0% | |
| Vanguard Small Cap Index - Adm | Mutual Funds | — | — | $345K | 0.9% | |
| J.P. Morgan Core Plus Bond - R6 | Other securities | — | — | $332K | 0.9% | |
| Vanguard Small Cap Value Index - Adm | Mutual Funds | — | — | $317K | 0.8% | |
| Vanguard Mid Cap Index - Adm | Mutual Funds | — | — | $307K | 0.8% | |
| Cent SC GR R6 FD Registered Investment Company Vanguard Group $ 0.00 | Mutual Funds | — | — | $192K | 0.5% | |
| Mass Mutual Select Mid Cap Growth Fund - I | Other securities | — | — | $176K | 0.5% | |
| American Funds Target Date Retirement 2020 R6 Fund | Mutual Funds | — | — | $166K | 0.4% | |
| Vanguard Mid Cap Value Index - Adm | Mutual Funds | — | — | $120K | 0.3% | |
| Vanguard 500 Index Admiral Fd Registered Investment Company Vic Victory Funds $ 0.00 | Common Collective Trusts | — | — | $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 | Stable Value | — | — | $14K | <0.1% | |
| INVESCO STABLE VALUE TRUST INVESCO NATIONAL TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $13K | <0.1% | |
| American Funds Target Date Retirement 2010 R6 Fund | Mutual Funds | — | — | $4K | <0.1% | |
| American Funds Target Date Retirement 2015 R6 Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Fds Trgt Dte Rtm 2010 R6 Fd Registered Investment Company Am American Funds Service Company $ 0.00 | Mutual Funds | — | — | $2K | <0.1% | |
| MASSMUTUAL PREM HY I FUND Registered Investment Company PGIM INVESTMENTS $ 0.00 | Common Stocks | — | — | $2K | <0.1% | |
| Prudential US Real Estate R6 Fund | Other securities | — | — | $2K | <0.1% |
