Plan Ledger DOL Form 5500 · updated monthly

Samia Companies LLC401(k)

SAMIA COMPANIES LLC 401(K) PROFIT SHARING PLAN & TRUST · BRIGHTON, MA · plan year 2020

Reported admin expense ratio · 2020
0.01%

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

Samia Companies LLC reported $60 in plan administrative expenses for 2020: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 294 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Massachusetts (2,625th of 2,726), and 1,939th of 2,096 in real estate & leasing.

Plan summary
Net assets, end of year$1,299,447
Participants with balances14
Active participants117
Employer contributions$0
Employee contributions$85,260
Employer contribution per active participant$0
Average account balance$92,818
Benefits paid to participants$1,704
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$60
Total administrative$60
The Samia Companies LLC 401(k) match · 2020
Employer contribution per active participant$0
Median for plans this size$893

Samia Companies LLC's 2020 employer contribution ran below the $893 median for plans its size, in the bottom quarter of its peers. 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2020$60 · 0.01%
Similar plansReal Estate & Leasing · Massachusetts
Makor Management LLC MA$2.9M · 1.33%
Chartwell Management, LLC MA$2.8M · 1.58%
The Signorelli Company TX$1.3M · 1.27%
Sola Rentals Qozb LLC CA$1.3M · 0.91%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042955386 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.