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Sponsor portfolio

FIRST SAMCO, INC.

EIN 23-2996893-individual & family services-Latest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
29
772 HAUNTED LANE - BENSALEM, PA 19020267-803-1517LinkedIn11-50 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$1.5M - 22 part#002CashBalance-$1.4M - 7 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 29 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • 401(K) RETIREMENT PLAN (#001)51%
  • CASH BALANCE PLAN (#002)49%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)22
  • CASH BALANCE PLAN (#002)7
Total 29Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FIRST SAMCO 401(K) RETIREMENT PLAN

401k

Assets$1.5M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FIRST SAMCO CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FIRST SAMCO 401(K) RETIREMENT PLAN401k$1.5M222025
002FIRST SAMCO CASH BALANCE PLANCashBalance$1.4M72025
Retirement plans
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