Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAMUELSON GROUP, INC.
EIN 45-5062584Wholesale TradeLatest filing 2025
Plans
2
Retirement
2
$10.4M assets
Welfare
0
Participants
107
11-13 MARYLAND AVENUE - PATERSON, NJ 07503973-333-6090
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $10.4M assets / 107 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAMUELSON GROUP, INC. PROFIT SHARING 401(K) PLAN
401k
Assets$7.3M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
SAMUELSON GROUP, INC. CASH BALANCE PLAN
CashBalance
Assets$3.1M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAMUELSON GROUP, INC. PROFIT SHARING 401(K) PLAN | 401k | $7.3M | 62 | 2025 | |
| 002 | SAMUELSON GROUP, INC. CASH BALANCE PLAN | CashBalance | $3.1M | 45 | 2025 |
Retirement plans