James Sullivan signed Simutech Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simutech Group, Inc.'s EIN is 16-1578599.
Download the official 2024 Form 5500 (PDF) for Simutech Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simutech Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE WATERFORD GROUP LLC | — | ROCHESTER, NY | INVESTMENT ADVISOR | $16K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Putnam Large Cap Growth R6 Mutual Funds N/A | Mutual Funds | — | — | $1.9M | 14.0% | |
| Empower S&P 500 Index Fund Inv Mutual Funds N/A | Common Collective Trusts | — | — | $1.5M | 11.0% | |
| PUTNAM RETIREMENT ADV TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $1.2M | 8.6% | |
| Fidelity 500 Index Mutual Funds N/A | Common Collective Trusts | — | — | $1.0M | 7.7% | |
| PUTNAM RETIREMENT ADV TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $869K | 6.4% | |
| PUTNAM RETIREMENT ADV TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $816K | 6.0% | |
| Fidelity International Index Mutual Funds N/A | Mutual Funds | — | — | $604K | 4.4% | |
| PUTNAM RETIREMENT ADV TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $571K | 4.2% | |
| PUTNAM RETIREMENT ADV TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $551K | 4.0% | |
| PUTNAM RETIREMENT ADV TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $525K | 3.8% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $485K | 3.5% | |
| Fidelity Small Cap Index Mutual Funds N/A | Mutual Funds | — | — | $458K | 3.3% | |
| Key Guaranteed Portfolio Contract Guaranteed Portfolio Contract N/A | Other securities | — | — | $425K | 3.1% | |
| PUTNAM RETIREMENT ADV TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $334K | 2.4% | |
| BlackRock Mid-Cap Growth Equity K Mutual Funds N/A | Other securities | — | — | $281K | 2.1% | |
| Empower Multi-Sector Bond Inst Mutual Funds N/A | Other securities | — | — | $280K | 2.0% | |
| Putnam Income R6 Mutual Funds N/A | Mutual Funds | — | — | $253K | 1.8% | |
| Fidelity Mid Cap Index Mutual Funds N/A | Mutual Funds | — | — | $232K | 1.7% | |
| PUTNAM RETIREMENT ADV TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $228K | 1.7% | |
| MFS Mid Cap Value R6 Mutual Funds N/A | Mutual Funds | — | — | $207K | 1.5% | |
| T.Rowe Price Intl Value Equity I Mutual Funds N/A | Other securities | — | — | $194K | 1.4% | |
| Allspring Small Company Value R6 Mutual Funds N/A | Common Stocks | — | — | $186K | 1.4% | |
| PUTNAM RETIREMENT ADV TRST 2065 X PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $109K | 0.8% | |
| Franklin Real Estate Securities R6 Mutual Funds N/A | Mutual Funds | — | — | $101K | 0.7% | |
| Fidelity US Bond Index Mutual Funds N/A | Mutual Funds | — | — | $95K | 0.7% | |
| Putnam Small Cap Growth R6 Mutual Funds N/A | Mutual Funds | — | — | $92K | 0.7% | |
| Clearbridge International Growth IS Mutual Funds N/A | Other securities | — | — | $48K | 0.4% | |
| PUTNAM RETIREMENT ADV TRST MAT X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $33K | 0.2% | |
| American Century Emerging Markets R6 Mutual Funds N/A | Other securities | — | — | $27K | 0.2% | |
| Fidelity Inflation Protected Bond Index Mutual Funds N/A | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CADARET GRANT & CO INC | — | SYRACUSE, NY | BROKER/ADVISER | $0 | — |
