Original filing (PDF)20250929121353NAL0017829298001

SIMONA AMERICA GROUP INC.

Name: SIMONA AMERICA GROUP INC. — SIMONA AMERICA GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SIMONA AMERICA GROUP INC.

Form 5500

FILING_RECEIVED

SIMONA AMERICA GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

352

Accounts w/ balance

369

Plan assets (EOY)

$23.3M

Net assets (EOY)

$23.3M

How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade B

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMONA AMERICA GROUP INC..

Plan sponsor

Name

SIMONA AMERICA GROUP INC.

EIN

13-4269250

Address

101 POWER BLVD · ARCHBALD, PA · 18403

Phone

(570) 876-8199

Industry

Manufacturingsee 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

2025-09-29

Pension benefit codes

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2J · 401(k) feature

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$40K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RITHOLTZ WEALTH MANAGEMENT LLC	46-3303127	—	ADVISOR	$31K	—

Investments

32 direct securities · 1 pooled fund· $23.3M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$22.5M

31 holdings

Common Collective Trust

$852K

1 holding

U.S. Treasuries

$8K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund	Other securities	—	—	$3.1M	13.5%
Vanguard Wellesley Income Fund Admiral	Other securities	—	—	$2.7M	11.7%
Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual fund	Other securities	—	—	$1.8M	7.6%
Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual fund	Other securities	—	—	$1.8M	7.6%
Fidelity Large Cap Growth Index Fund Mutual fund	Other securities	—	—	$1.7M	7.4%
American Funds American Balanced Fund Class R-6 Mutual fund	Other securities	—	—	$1.7M	7.3%
Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual fund	Other securities	—	—	$1.3M	5.4%
Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual fund	Other securities	—	—	$886K	3.8%
INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001	Common Collective Trust	—	—	$852K	3.7%
terms from 1 year to 5 years $ -	Other securities	—	—	$779K	3.3%
T Rowe Price Dividend Growth Fund I Class Mutual fund	Other securities	—	—	$590K	2.5%
Fidelity Freedom Index 2025 Fund Institutional Premium Class Mutual fund	Other securities	—	—	$577K	2.5%
Fidelity Freedom Index 2020 Fund Institutional Premium Class Mutual fund	Other securities	—	—	$556K	2.4%
Vanguard Value Index Fund Admiral Mutual fund	Other securities	—	—	$542K	2.3%
Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual fund	Other securities	—	—	$512K	2.2%
Fidelity Total Bond Fund Mutual fund	Other securities	—	—	$487K	2.1%
Fidelity International Index Fund Mutual fund	Other securities	—	—	$456K	2.0%
Vanguard Small Cap Value Index Fund Admiral Mutual fund	Other securities	—	—	$450K	1.9%
Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual fund	Other securities	—	—	$448K	1.9%
Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual fund	Other securities	—	—	$419K	1.8%
Fidelity Mid Cap Index Fund Mutual fund	Other securities	—	—	$401K	1.7%
American Funds New Perspective Fund Class R-6 Mutual fund	Other securities	—	—	$217K	0.9%
Fidelity Inflation Protected Bond Index Fund Mutual fund	Other securities	—	—	$211K	0.9%
Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual fund	Other securities	—	—	$193K	0.8%
American Funds Growth and Income Portfolio Class R-6 Mutual fund	Other securities	—	—	$175K	0.7%
DFA Emerging Markets Small Cap Portfolio Institutional Class Mutual fund	Other securities	—	—	$172K	0.7%
DFA Real Estate Securities Portfolio Institutional Class Mutual fund	Other securities	—	—	$96K	0.4%
American Funds Euro Pacific Growth Fund Class R-6 Mutual fund	Other securities	—	—	$96K	0.4%
Fidelity Freedom Index Income Fund Institutional Premium Class Mutual fund	Other securities	—	—	$88K	0.4%
Fidelity US Bond Index Mutual fund	Other securities	—	—	$15K	<0.1%
Vanguard Short-Term Cap Bond Index Admiral Mutual fund	Other securities	—	—	$14K	<0.1%
Fidelity Intermediate Treasury Bond Index Fund Mutual fund	U.S. Treasuries	—	—	$8K	<0.1%
Fidelity Freedom Index 2070 Fund Institutional Premium Class Mutual fund	Other securities	—	—	$2K	<0.1%