How big is Samaisma Private Wealth LLC's plan?

Samaisma Private Wealth LLC's plan reported $270K in assets and 6 participants for 2025.

Original filing (PDF)20260512145350NAL0008346528001

Samaisma Private Wealth LLC

Name: Samaisma Private Wealth LLC — Samaisma Private, Form 5500 (2025)
Creator: Samaisma Private Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Samaisma Private Wealth LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Samaisma Private Wealth LLC's Samaisma Private Wealth LLC 401(k) Profit Sharing Plan & Trust held $270K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$270K

Net assets (EOY)

$270K

People on this filing

Marlen Lopez signed Samaisma Private Wealth LLC's 2025 Form 5500 as plan administrator.

Marlen Lopez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Samaisma Private Wealth LLC's EIN is 87-1233573.

EIN 87-1233573

Plan number 001

Plan year 2025

ACK ID 20260512145350NAL0008346528001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Samaisma Private Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Samaisma Private Wealth LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAMAISMA PRIVATE WEALTH LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

SAMAISMA PRIVATE WEALTH LLC

EIN

all filings

Address

200 S 10TH ST STE 501 · MCALLEN, TX · 785014870

Phone

(956) 468-2161

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator