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Original filing (PDF)20251015011908NAL0005218048001
SAAMA TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
SAAMA TECHNOLOGIES, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
10% employer stock
Active participants
192
Accounts w/ balance
301
Plan assets (EOY)
$34.3M
Net assets (EOY)
$34.3M
How this plan invests
This plan
7 pooled trusts
Schedule D
35 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
88
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 10% of plan in employer / sponsor stock.
Helping the score
- Below-peer total fees (16 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAAMA TECHNOLOGIES, LLC.
Plan sponsor
Name
SAAMA TECHNOLOGIES, LLC
EIN
77-0456182
Address
900 EAST HAMILTON AVENUE · SUITE 200 · CAMPBELL, CA · 95008
Phone
(408) 371-1900
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
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)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
SINGERLEWAK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $16K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $33K | — |
| CREATIVE PLANNING HOLDCO LLC | 43-1270780 | — | CONSULTANT | $7K | — |
| STRATEGIC ADVISORS, INC | 04-2654524 | — | ADVISOR | — | — |
Investments
28 direct securities · 7 pooled funds· $34.2M(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
$24.3M
26 holdings
Common Collective Trust
$6.3M
7 holdings
Common Stocks
$3.5M
1 holding
Preferred Stocks
$21
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 INDEX | — | 31,794.618 | $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 | 172,125.162 | $3.7M | $4.0M | 11.7% | |
| COMMON STOCK | Common Stocks | — | $3.5M | $3.5M | 10.3% | |
| FID FDM IDX 2045 PRM | — | 117,864.679 | $3.1M | $3.1M | 8.9% | |
| FID FDM IDX 2035 PRM | — | 122,245.64 | $2.9M | $2.9M | 8.3% | |
| FID FDM IDX 2050 PRM | — | 83,587.134 | $2.2M | $2.2M | 6.3% | |
| FID FDM IDX 2040 PRM | — | 84,365.453 | $2.1M | $2.1M | 6.1% | |
| FID FDM IDX 2055 PRM | — | 62,005.033 | $1.3M | $1.3M | 3.9% | |
| CASH | — | — | $1.3M | $1.3M | 3.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | 804,288.31 | $804K | $804K | 2.3% | |
| JH DSCPL VAL MDCP R6 | — | 25,216.218 | $748K | $679K | 2.0% | |
| FID FDM IDX 2030 PRM | — | 30,912.27 | $638K | $623K | 1.8% | |
| INVS DISCOVERY R6 | — | 4,853.76 | $593K | $610K | 1.8% | |
| JH CR PL FXD INC I2 JOHN HANCOCK TRUST COMPANY LLC · EIN 45-2395022 / PN 002 | Common Collective Trust | 57,369.179 | $552K | $541K | 1.6% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | 49,116.453 | $472K | $525K | 1.5% | |
| FID SM CAP IDX | — | 17,567.222 | $471K | $486K | 1.4% | |
| FID FDM IDX INC PRM | — | 36,755.204 | $439K | $430K | 1.3% | |
| OUTSTANDING LOAN BALANCE | — | — | — | $424K | 1.2% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | 18,049.629 | $384K | $382K | 1.1% | |
| MFS INTL DIVRSN R6 | — | 16,677.442 | $408K | $381K | 1.1% | |
| FID INTL INDEX | — | 7,301.77 | $333K | $347K | 1.0% | |
| FID FDM IDX 2060 PRM | — | 16,286.815 | $296K | $295K | 0.9% | |
| FID MID CAP IDX | — | 6,703.583 | $222K | $226K | 0.7% | |
| FID US BOND IDX | — | 13,984.834 | $148K | $143K | 0.4% | |
| PIMCO INCOME INST | — | 12,261.138 | $131K | $129K | 0.4% | |
| FIDELITY FUND | — | — | $107K | $118K | 0.3% | |
| FID FDM IDX 2065 PRM | — | 4,232.126 | $62K | $62K | 0.2% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | 1,962.309 | $41K | $42K | 0.1% | |
| FID FDM IDX 2025 PRM | — | 2,075.786 | $40K | $39K | 0.1% | |
| FID FDM IDX 2020 PRM | — | 1,598.645 | $26K | $25K | <0.1% | |
| GOVERNMENT BOND | — | — | $13K | $13K | <0.1% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | 230.996 | $5K | $5K | <0.1% | |
| EXTERNAL FUND | — | — | $3K | $2K | <0.1% | |
| PREFERRED STOCK | Preferred Stocks | — | $491 | $21 | <0.1% | |
| FID GOVT MMKT | — | 12.31 | $12 | $12 | <0.1% |
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