Sampson Construction Co. , Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Sampson Construction Co., Inc. · EIN 470541510 · Plan #002
- Total assets
- $48.4M
- Net assets
- $48.4M
- Active participants
- 307
- With balances
- 393
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Union Bank & Trust Company | Claims processing, Recordkeeping, Trustee (institutional) | $124,697 |
| Bmg Certified Public Accountants | Accounting, Direct payment from the plan | $18,000 |
| Matrix Clearance And Settlement | Securities brokerage, Sub-transfer agency fees | $0 |