Original filing (PDF)20250430113837NAL0002757472001

SIMONIZ USA, INC.

Name: SIMONIZ USA, INC. — SIMONIZ USA, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SIMONIZ USA, INC.

Form 5500

FILING_RECEIVED

SIMONIZ USA, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

289

Accounts w/ balance

323

Plan assets (EOY)

$38.4M

Net assets (EOY)

$38.4M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMONIZ USA, INC..

Plan sponsor

Name

SIMONIZ USA, INC.

EIN

06-0775898

Address

201 BOSTON TURNPIKE · BOLTON, CT · 06043

Phone

(860) 646-0172

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-10-01

Tax period

2024-09-30

Filed

2025-04-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

2 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PENSION CONSULTANTS INC.	06-1504963	FARMINGTON, CT	TPA	$9K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
CARON AND BLETZER	04-3499945	—	SERVICE PROVIDER	$11K	—

Investments

1 pooled fund· $33.0M(86% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
VOYA RETIREMENT INSURANCE & ANNUITY VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 70-0294708 / PN 000	Pooled Separate Account	$33.0M	86.0%

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