Sampson Morris Group 401(k) match, vesting and fees
What Sampson Morris Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | American Pension Benefits | Schedule C ↗ |
| Independent auditor | Buckler, Mckenney & Nadzadi, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $8.5M at the end of plan year 2021 to $9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 105 | $9M | $176K | $2,513 | 0.61% | Not published | Form 5500 ↗ |
| 2023 | 111 | $7.7M | $185K | $2,571 | 0.78% | Not published | Form 5500 ↗ |
| 2022 | 105 | $7.7M | $172K | $2,287 | 0.75% | Not published | Form 5500 ↗ |
| 2021 | 105 | $8.5M | $156K | $2,133 | 0.77% | Not published | Form 5500 ↗ |
Common questions
Does Sampson Morris Group match 401(k) contributions?
The match terms for the Sampson Morris Group, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $176K in employer contributions, about $2,513 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sampson Morris Group 401(k) match vested?
The vesting schedule for the Sampson Morris Group, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sampson Morris Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is American Pension Benefits. The plan administrator is Sampson Morris Group, Inc..
I left Sampson Morris Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sampson Morris Group, Inc., (412) 374-1060) or the recordkeeper, American Pension Benefits. The Sampson Morris Group old 401(k) page lists the contacts from every plan filing. Find an old Sampson Morris Group 401(k)
Data from the public Form 5500 annual reports Sampson Morris Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sampson Morris Group. Not financial advice. Report a correction · Methodology