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Sponsor portfolio

SAMSON ADVISORS COMPANY

EIN 86-2354478-government relations-Latest filing 2025
Plans
2
Retirement
2
$1.4M assets
Welfare
0
Participants
8
1121 L STREET SUITE 406 - SACRAMENTO, CA 95814916-425-9447samsonadvisors.coLinkedIn1-10 employeesgovernment relations
Plans on this EIN
2 filings
#001401k-$1.1M - 4 part#002CashBalance-$369K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.4M assets / 8 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PROFIT SHARING PLAN (#001)74%
  • CASH BALANCE PENSION (#002)26%
Total $1.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)4
  • CASH BALANCE PENSION (#002)4
Total 8Click 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

SAMSON ADVISORS COMPANY 401K PROFIT SHARING PLAN

401k

Assets$1.1M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAMSON ADVISORS COMPANY CASH BALANCE PENSION PLAN

CashBalance

Assets$369K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SAMSON ADVISORS COMPANY 401K PROFIT SHARING PLAN401k$1.1M42025
002SAMSON ADVISORS COMPANY CASH BALANCE PENSION PLANCashBalance$369K42025
Retirement plans
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