Samba Holdings, Inc. 401(k) Plan: Login, Facts & Contact Information

Samba Holdings, Inc. 401(k) Plan Facts

Plan name
SAMBA HOLDINGS, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
SAMBA HOLDINGS, INC.
Participants
421 (328 active employees)
Former employees with a balance
86
Plan assets
$21,226,602 at Dec 31, 2024
Average account balance
$52,671 across 403 accounts
Employer contributions
$896,458 in plan year 2024 (23% of all contributions)
Recordkeeper
Cetera Investment Advisers Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Oct 1, 2015
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $3.92 million went into the plan in contributions, $896,458 of it from the employer (23%).
  • $962,017 was paid out to participants.
  • Investment and other income added $2.42 million.
  • Administrative expenses were $142,643, about $354 per account.

How the Samba Holdings, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019256$6.18 million$390,969$615,603
2020334$7.61 million$169,336$1.40 million
2021262$11.3 million$512,102$1.84 million
2022307$11.2 million$635,286$859,559
2023373$16.0 million$819,763$2.15 million
2024421$21.2 million$896,458$962,017

Samba Holdings, Inc. 401(k) Contact Information

Phone
631-831-8743
Mailing address
5445 DTC PARKWAY STE 950, GREENWOOD VILLAGE CO 80111
Plan sponsor
SAMBA HOLDINGS, INC.
Employer identification number (EIN)
85-0468538
Plan number
001

Questions about the Samba Holdings, Inc. 401(k)

Does Samba Holdings, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $896,458, 23% of all contributions.

Does the Samba Holdings, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Samba Holdings, Inc 401(k) plan?

421 participants at the start of plan year 2024, 328 of them active employees, and 86 former employees who still had money in the plan.

What is the average 401(k) balance at Samba Holdings, Inc?

About $52,671 per account: $21.2 million in plan assets across 403 accounts with a balance at the end of plan year 2024.

Who manages the Samba Holdings, Inc 401(k) accounts?

Transamerica (listed on the filing as CETERA INVESTMENT ADVISERS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Samba Holdings, Inc. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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