Kathleen Cole signed Samgi's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Samgi's EIN is 68-0377653.
Download the official 2024 Form 5500 (PDF) for Samgi from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Samgi'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
| CAPFINANCIAL PARTNERS LLC DBA CAPTR |
| — |
| RALEIGH, NC |
| INVESTMENT ADVISOR |
| $42K |
| — |
| GLOBAL RETIREMENT PARTNERS LLC | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $3K | — |
