Plan Ledger DOL Form 5500 · updated monthly

Samson Companies, LLC401(k)

SAMSON COMPANIES, LLC 401(K) PLAN · CHANTILLY, VA · plan year 2024

Reported admin expense ratio · 2024
0.91%

Samson Companies, LLC reported $22,255 in plan administrative expenses for 2024: 0.91% of average plan assets, higher than ~75% of peers. 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 1.35% to 0.91%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (2,020th of 2,266), and 10,639th of 11,654 in professional & technical services. active participation has grown from 147 to 167 since 2022.

Plan summary
Net assets, end of year$2,734,325
Participants with balances99
Active participants167
Employer contributions—
Employee contributions$466,748
Employer contribution per active participant—
Average account balance$27,619
Benefits paid to participants$169,344
Plan auditUnmodified (clean) audit opinion
AuditorCST GROUP CPAS PC
Plan history3
Yearassets · accounts · employer contribution
2024$2.7M · 99 accts
2023$2.2M · 101 accts
2022$1.4M · 139 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,190
Investment management$8,065
Total administrative$22,255
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
ADP, INC. · Loan processing · Recordkeeping$14,190
LPL FINANCIAL CORPORATION RPCP · Recordkeeping · Trustee$8,065

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

Recordkeeper by year2
2024ADP, LPL Financial
2023ADP

This plan has changed recordkeepers within these filings. If you left Samson Companies, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$22,255 · 0.91%
2023$24,157 · 1.38%
2022$18,396 · 1.35%
Same employer
Similar plansProfessional & Technical Services · Virginia
Infomatics Corp. VA$3.0M · 0.62%
Block.One, LLC VA$3.0M · 0.54%
Data Concepts LLC VA$2.8M · 0.03%
Prevailance, Inc VA$2.6M · 0.47%
Atsg Corporation VA$2.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270322334 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.