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Original filing (PDF)20251014100353NAL0005346274001
SIMVENTIONS, INC.
Form 5500
FILING_RECEIVED
SIMVENTIONS RETIREMENT PLAN
401(k) retirement plan
Active participants
407
Accounts w/ balance
504
Plan assets (EOY)
$57.8M
Net assets (EOY)
$57.8M
How this plan invests
This plan
6 pooled trusts
Schedule D
28 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
- 28 bps in Schedule C fees — 77% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMVENTIONS, INC..
Plan sponsor
Name
SIMVENTIONS, INC.
EIN
54-1992646
Address
100 RIVERSIDE PARKWAY · SUITE 123 · FREDERICKSBURG, VA · 224061016
Phone
(540) 372-7727
Industry
Professional & Technical Servicessee 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
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BRONTIDE LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $109K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT ADVISOR | $50K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHASE BENEFIT ADVISORS | 54-1370499 | — | CONTACT ADMIN | $5K | — |
Investments
24 direct securities · 6 pooled funds· $57.8M(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.
Uncategorized
$45.7M
23 holdings
Guaranteed Income / GIC
$4.5M
1 holding
Common Collective Trust
$4.3M
4 holdings
Pooled Separate Account
$3.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $10.1M | 17.4% | |
| * MassMutual Guaranteed Interest Account Credited with Interest at 3% | Guaranteed Income / GIC | — | — | $4.5M | 7.7% | |
| American Funds 2035 Trgt Date Retire R6 Mutual Fund | — | — | — | $4.3M | 7.4% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund | — | — | — | $4.1M | 7.2% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Fund | — | — | — | $3.9M | 6.7% | |
| LARGE CAP GTH/JP MORGAN INVST MGMT EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $3.2M | 5.6% | |
| American Funds 2045 Trgt Date Retire R6 Mutual Fund | — | — | — | $2.7M | 4.6% | |
| ALLSPRING CORE PLUS BOND CIT MD SEI TRUST COMPANY · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $2.5M | 4.2% | |
| American Funds 2055 Trgt Date Retire R6 Mutual Fund | — | — | — | $2.3M | 4.1% | |
| Vanguard Equity-Income Adm Mutual Fund | — | — | — | $2.3M | 4.0% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund | — | — | — | $2.3M | 4.0% | |
| Massmutual Mid Cap Growth I Mutual Fund | — | — | — | $1.5M | 2.6% | |
| American Funds New Perspective R6 Mutual Fund | — | — | — | $1.3M | 2.3% | |
| Vanguard International Growth Adm Mutual Fund | — | — | — | $1.3M | 2.3% | |
| Vanguard Small Cap Index Adm Mutual Fund | — | — | — | $1.3M | 2.2% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Fund | — | — | — | $1.3M | 2.2% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Fund | — | — | — | $1.1M | 1.9% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund | — | — | — | $1.0M | 1.8% | |
| Invesco Discovery R6 Mutual Fund | — | — | — | $1.0M | 1.7% | |
| Massmutual Total Return Bond I Mutual Fund ** 471 MFS Intl Diversification R6 Mutual Fund | — | — | — | $954K | 1.7% | |
| ALLSPRING SPECIAL MID CAP VALUE CIT SEI TRUST COMPANY · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $949K | 1.6% | |
| FRANKLIN SMALL CAP VALUE GG CIT GREAT GREY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $915K | 1.6% | |
| Vanguard Real Estate Index Admiral Mutual Fund | — | — | — | $823K | 1.4% | |
| American Funds 2020 Trgt Date Retire R6 Mutual Fund | — | — | — | $766K | 1.3% | |
| Various Bearing Interest * Participant Loans from 4.25% to 9.50% - | — | — | — | $546K | 0.9% | |
| American Funds 2065 Trgt Date Retire R6 Mutual Fund | — | — | — | $507K | 0.9% | |
| American Funds 2015 Trgt Date Retire R6 Mutual Fund | — | — | — | $202K | 0.3% | |
| American Funds 2010 Trgt Date Retire R6 Mutual Fund | — | — | — | $164K | 0.3% | |
| MASSMUTUAL BLUE CHIP GTH CIT CL R GREAT GREY · EIN 38-4065331 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH/JP MORGAN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $0 | <0.1% |
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