Kevin Lawlor signed Samba Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Samba Holdings, Inc.'s EIN is 85-0468538.
Download the official 2024 Form 5500 (PDF) for Samba Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Samba Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $51K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.8M | 13.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $2.6M | 12.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.5M | 11.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.7M | 8.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.6M | 7.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.3M | 6.3% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.0M | 4.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.0M | 4.8% | |
| FID ADV EQUITY GROWTH - Z | Registered Investment Companies | — | — | $961K | 4.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $867K | 4.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $615K | 2.9% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $564K | 2.7% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $541K | 2.5% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $505K | 2.4% | |
| FID US BOND IND | Registered Investment Companies | — | — | $409K | 1.9% | |
| AMERICAN FUNDS NEW PERSPECT R5 | Registered Investment Companies | — | — | $344K | 1.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $300K | 1.4% | |
| JANUS HENDERSON TRITON T | Registered Investment Companies | — | — | $177K | 0.8% | |
| FRANKLIN SMALL CAP VALUE - ADV | Registered Investment Companies | — | — | $171K | 0.8% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $167K | 0.8% | |
| ALLSPRING CORE PLUS BOND INST | Registered Investment Companies | — | — | $158K | 0.7% | |
| GS MID CAP GROWTH INST | Registered Investment Companies | — | — | $154K | 0.7% | |
| JAN HEND GLOBAL EQUITY INC N | Registered Investment Companies | — | — | $80K | 0.4% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $67K | 0.3% | |
| INVESCO EQV INTL EQUITY R5 | Registered Investment Companies | — | — | $58K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $48K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $23K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $92K |
| — |
