Plan Ledger DOL Form 5500 · updated monthly

Samba Tv, Inc. 401(K) Plan and Trust401(k)

SAMBA TV, INC. 401(K) PLAN AND TRUST · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Samba Tv, Inc. 401(K) Plan and Trust reported $11,761 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,027 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.11% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,701st-largest of 9,483 plans among California employers on file, and 7,007th of 11,654 in professional & technical services. In 2024, employees put in $7.72 for every $1.00 the employer contributed; active participation has shrunk from 227 to 102 since 2022.

Plan summary
Net assets, end of year$13,325,319
Participants with balances257
Active participants102
Employer contributions$206,781
Employee contributions$1,595,978
Employer contribution per active participant$2,027
Average account balance$51,849
Benefits paid to participants$2,099,533
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.3M · 257 accts · $207K emplr
2023$11.7M · 283 accts · $296K emplr
2022$8.3M · 389 accts · $348K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,225
Investment management$3,236
Total administrative$11,761
The Samba Tv, Inc. 401(K) Plan and Trust 401(k) match · 2024
Employer contribution per active participant$2,027
Median for plans this size$2,416
2024$2,027 per active participant
2023$1,910 per active participant
2022$1,533 per active participant

Samba Tv, Inc. 401(K) Plan and Trust's 2024 employer contribution ran below the $2,416 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
LPL FINANCIAL CORPindirect comp
PLAN DESIGN CONSULTANTS · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$11,761 · 0.09%
2023$19,375 · 0.19%
2022$8,832 · 0.11%
Same employer
Similar plansProfessional & Technical Services · California
Duetto Research, Inc. CA$13.4M · 0.02%
Superior Tank Company, Inc. CA$13.4M · 0.35%
Lightmatter Inc CA$13.3M · 0.09%
Infotrack US Inc CA$13.3M · 0.60%
Launchsquad, LLC CA$13.2M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263436467 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.