Bhaskar Sambasivan signed Saama Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Saama Technologies, LLC's EIN is 77-0456182.
Download the official 2024 Form 5500 (PDF) for Saama Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Saama Technologies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $33K | — |
| CREATIVE PLANNING HOLDCO LLC |
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.
| 43-1270780 |
| — |
| CONSULTANT |
| $7K |
| — |
| STRATEGIC ADVISORS, INC | 04-2654524 | — | ADVISOR | — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $4.8M | $6.5M | 18.9% | |
| AB US LG CP GR CIT L GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | $3.7M | $4.0M | 11.7% | |
| COMMON STOCK | Common Stocks | — | $3.5M | $3.5M | 10.3% | |
| FID FDM IDX 2045 PRM | Common Collective Trusts | — | $3.1M | $3.1M | 8.9% | |
| FID FDM IDX 2035 PRM | Common Collective Trusts | — | $2.9M | $2.9M | 8.3% | |
| FID FDM IDX 2050 PRM | Common Collective Trusts | — | $2.2M | $2.2M | 6.3% | |
| FID FDM IDX 2040 PRM | Common Collective Trusts | — | $2.1M | $2.1M | 6.1% | |
| FID FDM IDX 2055 PRM | Common Collective Trusts | — | $1.3M | $1.3M | 3.9% | |
| CASH | Cash / Money Market | — | $1.3M | $1.3M | 3.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $804K | $804K | 2.3% | |
| JH DSCPL VAL MDCP R6 | Other securities | — | $748K | $679K | 2.0% | |
| FID FDM IDX 2030 PRM | Common Collective Trusts | — | $638K | $623K | 1.8% | |
| INVS DISCOVERY R6 | Other securities | — | $593K | $610K | 1.8% | |
| JH CR PL FXD INC I2 JOHN HANCOCK TRUST COMPANY LLC · EIN 45-2395022 / PN 002 | Common Collective Trust | — | $552K | $541K | 1.6% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | $472K | $525K | 1.5% | |
| FID SM CAP IDX | Common Collective Trusts | — | $471K | $486K | 1.4% | |
| FID FDM IDX INC PRM | Common Collective Trusts | — | $439K | $430K | 1.3% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $424K | 1.2% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | $384K | $382K | 1.1% | |
| MFS INTL DIVRSN R6 | Mutual Funds | — | $408K | $381K | 1.1% | |
| FID INTL INDEX | Mutual Funds | — | $333K | $347K | 1.0% | |
| FID FDM IDX 2060 PRM | Common Collective Trusts | — | $296K | $295K | 0.9% | |
| FID MID CAP IDX | Common Collective Trusts | — | $222K | $226K | 0.7% | |
| FID US BOND IDX | Common Collective Trusts | — | $148K | $143K | 0.4% | |
| PIMCO INCOME INST | Mutual Funds | — | $131K | $129K | 0.4% | |
| FIDELITY FUND | Mutual Funds | — | $107K | $118K | 0.3% | |
| FID FDM IDX 2065 PRM | Common Collective Trusts | — | $62K | $62K | 0.2% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | $41K | $42K | 0.1% | |
| FID FDM IDX 2025 PRM | Common Collective Trusts | — | $40K | $39K | 0.1% | |
| FID FDM IDX 2020 PRM | Common Collective Trusts | — | $26K | $25K | <0.1% | |
| GOVERNMENT BOND | U.S. Treasuries | — | $13K | $13K | <0.1% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | $5K | $5K | <0.1% | |
| EXTERNAL FUND | Other securities | — | $3K | $2K | <0.1% | |
| PREFERRED STOCK | Preferred Stocks | — | $491 | $21 | <0.1% | |
| FID GOVT MMKT | Mutual Funds | — | $12 | $12 | <0.1% |
