AUMdb

Samsung Data Systems America, Inc. Savings/Retirement Plan

Sponsored by Samsung Sds America, Inc. · EIN 770453818 · Plan #001

Total assets
$126M
Net assets
$126M
Active participants
773
With balances
1,248

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $152,215
Charles Schwab & Co, Inc. Securities brokerage, Securities brokerage commissions $530
National Financial Services Securities brokerage, Securities brokerage commissions $0