KAY Simaren signed Simaren Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simaren Corporation's EIN is 06-1670816.
Download the official 2024 Form 5500 (PDF) for Simaren Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simaren Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $13K | — |
| NATIONWIDE | — | COLUMBUS, OH | TRUST RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA FINANCIAL/NFP ADVISOR SERV I |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle 2025 | Mutual Funds | — | — | $365K | 14.6% | |
| Nuveen Lifecycle 2055 | Mutual Funds | — | — | $317K | 12.7% | |
| Nuveen Lifecycle 2030 | Mutual Funds | — | — | $294K | 11.8% | |
| Nuveen Lifecycle 2045 | Mutual Funds | — | — | $265K | 10.6% | |
| Nuveen Lifecycle 2050 | Mutual Funds | — | — | $234K | 9.4% | |
| Nuveen Lifecycle 2035 | Mutual Funds | — | — | $174K | 7.0% | |
| Nuveen Lifecycle 2060 | Mutual Funds | — | — | $173K | 6.9% | |
| Nuveen Lifecycle 2020 | Mutual Funds | — | — | $169K | 6.7% | |
| Nuveen Lifecycle 2040 | Mutual Funds | — | — | $137K | 5.5% | |
| Nuveen Lifecycle 2015 | Mutual Funds | — | — | $106K | 4.3% | |
| BARON PTNRS INST MUTUAL FUND | Other securities | — | — | $65K | 2.6% | |
| NW FIXED SELECT OPTION UNALLOCATED INSURANCE CONTRACTS | Other securities | — | — | $52K | 2.1% | |
| Vanguard 500 Index | Common Collective Trusts | — | — | $29K | 1.1% | |
| Vanguard Growth Index Adm1 | Mutual Funds | — | — | $20K | 0.8% | |
| VNGRD GR INDX ADML MUTUAL FUND | Other securities | — | — | $20K | 0.8% | |
| FID 500 INDX MUTUAL FUND | Mutual Funds | — | — | $16K | 0.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $16K | 0.6% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $15K | 0.6% | |
| FID US BD INDX MUTUAL FUND | Mutual Funds | — | — | $15K | 0.6% | |
| Nuveen Lifecycle 2065 | Mutual Funds | — | — | $13K | 0.5% | |
| Fidelity Emerging M arket Index | Mutual Funds | — | — | $11K | 0.5% | |
| FID EMRG MKT INDX MUTUAL FUND | Mutual Funds | — | — | $11K | 0.5% | |
| Vanguard Total Intl Bond Index ** 962 Vanguard Val Index | Mutual Funds | — | — | $9K | 0.4% | |
| VNGRD VAL INDX ADML MUTUAL FUND | Other securities | — | — | $9K | 0.4% | |
| VNGRD MDCAP GR INDX ADML MUTUAL FUND | Other securities | — | — | $6K | 0.3% | |
| Vanguard M id Cap Gr Index | Mutual Funds | — | — | $6K | 0.3% | |
| Vanguard Balanced Index | Mutual Funds | — | — | $6K | 0.2% | |
| VNGRD BAL INDX ADML MUTUAL FUND | Other securities | — | — | $6K | 0.2% | |
| Fidelity Extended M arket Index | Mutual Funds | — | — | $5K | 0.2% | |
| FID EXTD MKT INDX MUTUAL FUND | Mutual Funds | — | — | $5K | 0.2% | |
| Nuveen Lifecycle 2010 | Mutual Funds | — | — | $4K | 0.2% | |
| Fidelity Int'l Index ** 691 Fidelity Realest Indx ** 26 Fidelity Small Cap Index | Mutual Funds | — | — | $3K | 0.1% | |
| FID SMCAP INDX MUTUAL FUND | Mutual Funds | — | — | $3K | 0.1% | |
| Nuveen Lifecycle Index Retirement Income | Mutual Funds | — | — | $3K | 0.1% | |
| Vanguard High Yield Corp Adm ** 315 Vanguard Info Tech Index | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard M id Cap Val Index ** 845 Vanguard Small Cap Gr Index ** 988 Vanguard Small Cap Val | Mutual Funds | — | — | $1K | <0.1% | |
| VNGRD SMCAP VAL INDX ADML MUTUAL FUND | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 74-2794194 |
| — |
| NONE |
| $4K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BOON ADMINISTRATIVE SERVICES, INC | 33-0449333 | AUSTIN, TX | NONE | $19K | — |
