Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
GOBLE SAMPSON & ASSOCIATES, INC.
EIN 84-0500306Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$12.5M assets
Welfare
0
Participants
34
3500 SOUTH MAIN STREET, STE 200 - SALT LAKE CITY, UT 84115801-268-8790
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.5M assets / 34 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#003
GOBLE SAMPSON ASSOCIATES, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN
401k
Assets$6.9M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
GOBLE SAMPSON & ASSOCIATES, INC. DEFINED BENEFIT PLAN
CashBalance
Assets$5.7M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | GOBLE SAMPSON ASSOCIATES, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | 401k | $6.9M | 17 | 2024 | |
| 004 | GOBLE SAMPSON & ASSOCIATES, INC. DEFINED BENEFIT PLAN | CashBalance | $5.7M | 17 | 2024 |
Retirement plans