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Original filing (PDF)20251008185653NAL0003502627001
SAMSON ELECTRIC, INC.
Form 5500
FILING_RECEIVED
SAMSON ELECTRIC, INC. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
102
Accounts w/ balance
160
Plan assets (EOY)
$22.6M
Net assets (EOY)
$22.6M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SAMSON ELECTRIC, INC..
Plan sponsor
Name
SAMSON ELECTRIC, INC.
EIN
92-0107448
Address
3125 NORTH VAN HORN ROAD · FAIRBANKS, AK · 997017321
Phone
(907) 451-0252
Industry
Electrical Contractors· Constructionsee 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
2025-10-08
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)
Audit & trust (Schedule H)
Auditor
BPM, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITABLE LIFE INSURANCE COMPANY | 13-5570651 | — | RECORDKEEPER | $70K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIONEER PENSION CONSULTING, LLC | 82-4136506 | — | TPA | $17K | — |
Investments
31 direct securities · 1 pooled fund· $44.0M(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
$22.6M
31 holdings
Pooled Separate Account
$21.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 65 EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $21.4M | 94.8% | |
| JP Morgan Large Cap Growth R6 Pooled separate account | — | — | — | $4.1M | 18.3% | |
| Fidelity 500 Index Institutional Prem Pooled separate account | — | — | — | $2.7M | 12.1% | |
| Vanguard Target Retirement 2045 Inv Pooled separate account | — | — | — | $2.1M | 9.2% | |
| Vanguard Target Retirement 2060 Inv Pooled separate account | — | — | — | $2.0M | 8.6% | |
| Vanguard Information Technology Inx Adm Pooled separate account | — | — | — | $1.4M | 6.4% | |
| Guaranteed Interest Option Unallocated contract | — | — | — | $1.2M | 5.1% | |
| Vanguard Target Retirement 2050 Inv Pooled separate account | — | — | — | $1.1M | 5.0% | |
| Vanguard Total Intl Stock Indx Adm Pooled separate account | — | — | — | $1.1M | 4.9% | |
| Vanguard VIF Total Bond Mkt Idx Pooled separate account | — | — | — | $967K | 4.3% | |
| DFA US Large Cap Value I Pooled separate account | — | — | — | $793K | 3.5% | |
| Vanguard LifeStrtgy Moderate Gr Inv Pooled separate account | — | — | — | $790K | 3.5% | |
| Vanguard Target Retirement 2035 Inv Pooled separate account | — | — | — | $751K | 3.3% | |
| Vanguard Target Retirement 2055 Inv Pooled separate account | — | — | — | $690K | 3.1% | |
| DFA International Value I Pooled separate account | — | — | — | $516K | 2.3% | |
| Vanguard LifeStrategy Growth Inv Pooled separate account | — | — | — | $382K | 1.7% | |
| Vanguard Explorer Admiral Pooled separate account | — | — | — | $361K | 1.6% | |
| Vanguard Target Retrmnt Income Inv Pooled separate account | — | — | — | $185K | 0.8% | |
| Janus Henderson Developed World Bond N Pooled separate account | — | — | — | $165K | 0.7% | |
| Vanguard Target Retirement 2040 Inv Pooled separate account | — | — | — | $165K | 0.7% | |
| Vanguard Target Retirement 2030 Inv Pooled separate account | — | — | — | $161K | 0.7% | |
| Vanguard Target Retirement 2025 Inv Pooled separate account | — | — | — | $155K | 0.7% | |
| Vanguard Target Retirement 2065 Inv Pooled separate account | — | — | — | $154K | 0.7% | |
| DFA Emerging Markets I Pooled separate account | — | — | — | $122K | 0.5% | |
| Vanguard Mid Cap Index Adm Pooled separate account | — | — | — | $122K | 0.5% | |
| Vanguard Target Retirement 2070 Inv Pooled separate account | — | — | — | $95K | 0.4% | |
| DFA US Targeted Value I Pooled separate account | — | — | — | $90K | 0.4% | |
| AB Government Money Market I Pooled separate account | — | — | — | $61K | 0.3% | |
| Vanguard Target Retirement 2020 Inv Pooled separate account | — | — | — | $45K | 0.2% | |
| DFA Real Estate Securities I Pooled separate account | — | — | — | $45K | 0.2% | |
| Pgim Jennison Nat Res R6 Pooled separate account | — | — | — | $39K | 0.2% | |
| Vanguard LifeStrategy Cnsrv Gr Inv Pooled separate account | — | — | — | $8K | <0.1% |
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