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  2. SAMSON TUG AND BARGE, INC.
Sponsor portfolio

SAMSON TUG AND BARGE, INC.

EIN 92-0024676-transportation/trucking/railroad-Latest filing 2024
Plans
3
Retirement
3
$16.0M assets
Welfare
0
Participants
287
PO BOX 559 - SITKA, AK 99835907-747-8559samsontug.comLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
3 filings
#003401k-$8.4M - 147 part#004401k-$6.9M - 92 part#002TraditionalDB-$721K - 48 part

Retirement portfolio analytics

3 plans aggregated / $16.0M assets / 287 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • BARGE, INC. 401(K) (#003)53%
  • UNION EMPLOYEES 401(K) (#004)43%
  • SUPPLEMENTAL RETIREMENT PLAN (#002)5%
Total $16.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
53%top
  • NORTHWEST PLAN SERVICES, INC.53%
  • (Not disclosed)47%
Total $16.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BARGE, INC. 401(K) (#003)147
  • UNION EMPLOYEES 401(K) (#004)92
  • SUPPLEMENTAL RETIREMENT PLAN (#002)48
Total 287Click 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#003

SAMSON TUG AND BARGE, INC. 401(K) PLAN

401k

Assets$8.4M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

SAMSON TUG AND BARGE, INC. UNION EMPLOYEES 401(K) PLAN

401k

Assets$6.9M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SAMSON TUG & BARGE COMPANY SUPPLEMENTAL RETIREMENT PLAN

TraditionalDB

Assets$721K
Participants48
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003SAMSON TUG AND BARGE, INC. 401(K) PLAN401k$8.4M1472024
004SAMSON TUG AND BARGE, INC. UNION EMPLOYEES 401(K) PLAN401k$6.9M922024
002SAMSON TUG & BARGE COMPANY SUPPLEMENTAL RETIREMENT PLANTraditionalDB$721K482024
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