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Original filing (PDF)20251002110443NAL0000298803001
SAMGI
Form 5500
FILING_RECEIVED
SAMGI 401(K) PLAN
401(k) retirement plan
Active participants
275
Accounts w/ balance
226
Plan assets (EOY)
$26.3M
Net assets (EOY)
$26.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAMGI.
Plan sponsor
Name
SAMGI
EIN
68-0377653
Address
P.O. BOX 2700 · GRANITE BAY, CA · 95746
Phone
(916) 287-9533
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-02
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
CLA
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $42K | — |
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
Investments
27 direct securities · 3 pooled funds· $26.3M(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
$25.3M
27 holdings
Common Collective Trust
$1.1M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index | — | — | — | $5.4M | 20.4% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $2.2M | 8.5% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $2.1M | 8.0% | |
| JPMorgan Large Cap Growth R6 | — | — | — | $1.9M | 7.2% | |
| Fully Benefit - Responsive Investment Contract * Empower*** Key Guaranteed Portfolio Fund | — | — | — | $1.6M | 5.9% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $1.4M | 5.2% | |
| Fidelity Small Cap Index | — | — | — | $1.3M | 4.9% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $1.1M | 4.2% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $1.1M | 4.2% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $1.1M | 4.0% | |
| Fidelity US Bond Index | — | — | — | $908K | 3.4% | |
| Fidelity Total Bond K6 | — | — | — | $891K | 3.4% | |
| Putnam Large Cap Value Y | — | — | — | $852K | 3.2% | |
| Fidelity Total International Index | — | — | — | $768K | 2.9% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $747K | 2.8% | |
| Vanguard Target Retirement Income Inv | — | — | — | $665K | 2.5% | |
| Parametric International Equity R6 | — | — | — | $487K | 1.8% | |
| Victory Sycamore Established Value R6 | — | — | — | $434K | 1.6% | |
| Fidelity Mid Cap Index | — | — | — | $299K | 1.1% | |
| GROWTH (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $274K | 1.0% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $252K | 1.0% | |
| Participants Participant Loans Rates from 5.75% to 9.50% - | — | — | — | $248K | 0.9% | |
| Calvert US Large Cap Core Rspnd Idx R6 | — | — | — | $141K | 0.5% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $59K | 0.2% | |
| Mass Mutual Small Cap Growth Equity I | — | — | — | $58K | 0.2% | |
| AGGRESSIVE (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $55K | 0.2% | |
| Blackrock Sustainable Balanced Instl | — | — | — | $45K | 0.2% | |
| American Beacon Small Cap Value R6 | — | — | — | $32K | 0.1% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2070 Inv | — | — | — | $2K | <0.1% |
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