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Original filing (PDF)20251014143526NAL0001554563001
SIMAREN CORPORATION
Form 5500
FILING_RECEIVED
WISDOM PROTECTIVE SERVICES RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~168 bps in Sched C fees
Active participants
415
Accounts w/ balance
594
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
How this plan invests
This plan
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 168 bps in Schedule C fees — 223% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMAREN CORPORATION.
Plan sponsor
Name
SIMAREN CORPORATION
DBA
WISDOM PROTECTECTIVE SERVICES
EIN
06-1670816
Address
837 OLD COUNTRY ROAD · WESTBURY, NY · 11590
Phone
(718) 766-5392
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2J · 401(k) feature
2K · 401(m) arrangement
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
BAS PARTNERS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | TRUST RECORDKEEPER | $6K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOON ADMINISTRATIVE SERVICES, INC | 33-0449333 | AUSTIN, TX | NONE | $19K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $13K | — |
| KESTRA FINANCIAL/NFP ADVISOR SERV I | 74-2794194 | — | NONE | $4K | — |
Investments
37 direct securities· $2.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle 2025 | — | — | — | $365K | 14.6% | |
| Nuveen Lifecycle 2055 | — | — | — | $317K | 12.7% | |
| Nuveen Lifecycle 2030 | — | — | — | $294K | 11.8% | |
| Nuveen Lifecycle 2045 | — | — | — | $265K | 10.6% | |
| Nuveen Lifecycle 2050 | — | — | — | $234K | 9.4% | |
| Nuveen Lifecycle 2035 | — | — | — | $174K | 7.0% | |
| Nuveen Lifecycle 2060 | — | — | — | $173K | 6.9% | |
| Nuveen Lifecycle 2020 | — | — | — | $169K | 6.7% | |
| Nuveen Lifecycle 2040 | — | — | — | $137K | 5.5% | |
| Nuveen Lifecycle 2015 | — | — | — | $106K | 4.3% | |
| BARON PTNRS INST MUTUAL FUND | — | — | — | $65K | 2.6% | |
| NW FIXED SELECT OPTION UNALLOCATED INSURANCE CONTRACTS | — | — | — | $52K | 2.1% | |
| Vanguard 500 Index | — | — | — | $29K | 1.1% | |
| Vanguard Growth Index Adm1 | — | — | — | $20K | 0.8% | |
| VNGRD GR INDX ADML MUTUAL FUND | — | — | — | $20K | 0.8% | |
| FID 500 INDX MUTUAL FUND | — | — | — | $16K | 0.6% | |
| Fidelity 500 Index | — | — | — | $16K | 0.6% | |
| Fidelity US Bond Index | — | — | — | $15K | 0.6% | |
| FID US BD INDX MUTUAL FUND | — | — | — | $15K | 0.6% | |
| Nuveen Lifecycle 2065 | — | — | — | $13K | 0.5% | |
| Fidelity Emerging M arket Index | — | — | — | $11K | 0.5% | |
| FID EMRG MKT INDX MUTUAL FUND | — | — | — | $11K | 0.5% | |
| Vanguard Total Intl Bond Index ** 962 Vanguard Val Index | — | — | — | $9K | 0.4% | |
| VNGRD VAL INDX ADML MUTUAL FUND | — | — | — | $9K | 0.4% | |
| VNGRD MDCAP GR INDX ADML MUTUAL FUND | — | — | — | $6K | 0.3% | |
| Vanguard M id Cap Gr Index | — | — | — | $6K | 0.3% | |
| Vanguard Balanced Index | — | — | — | $6K | 0.2% | |
| VNGRD BAL INDX ADML MUTUAL FUND | — | — | — | $6K | 0.2% | |
| Fidelity Extended M arket Index | — | — | — | $5K | 0.2% | |
| FID EXTD MKT INDX MUTUAL FUND | — | — | — | $5K | 0.2% | |
| Nuveen Lifecycle 2010 | — | — | — | $4K | 0.2% | |
| Fidelity Int'l Index ** 691 Fidelity Realest Indx ** 26 Fidelity Small Cap Index | — | — | — | $3K | 0.1% | |
| FID SMCAP INDX MUTUAL FUND | — | — | — | $3K | 0.1% | |
| Nuveen Lifecycle Index Retirement Income | — | — | — | $3K | 0.1% | |
| Vanguard High Yield Corp Adm ** 315 Vanguard Info Tech Index | — | — | — | $2K | <0.1% | |
| Vanguard M id Cap Val Index ** 845 Vanguard Small Cap Gr Index ** 988 Vanguard Small Cap Val | — | — | — | $1K | <0.1% | |
| VNGRD SMCAP VAL INDX ADML MUTUAL FUND | — | — | — | $1K | <0.1% |
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