Ryan Vanderwijst signed Simventions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simventions, Inc.'s EIN is 54-1992646.
Download the official 2024 Form 5500 (PDF) for Simventions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simventions, 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 ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEEPER | $109K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHASE BENEFIT ADVISORS | 54-1370499 | — | CONTACT ADMIN | $5K | — |
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.
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 |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | INVESTMENT ADVISOR | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $4.3M | 7.4% | |
| American Funds 2030 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $4.1M | 7.2% | |
| American Funds 2040 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $2.3M | 4.1% | |
| Vanguard Equity-Income Adm Mutual Fund | Mutual Funds | — | — | $2.3M | 4.0% | |
| American Funds 2050 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $2.3M | 4.0% | |
| Massmutual Mid Cap Growth I Mutual Fund | Other securities | — | — | $1.5M | 2.6% | |
| American Funds New Perspective R6 Mutual Fund | Mutual Funds | — | — | $1.3M | 2.3% | |
| Vanguard International Growth Adm Mutual Fund | Mutual Funds | — | — | $1.3M | 2.3% | |
| Vanguard Small Cap Index Adm Mutual Fund | Mutual Funds | — | — | $1.3M | 2.2% | |
| American Funds 2025 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $1.3M | 2.2% | |
| American Funds 2060 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 1.9% | |
| Vanguard Mid Cap Index Fund Admiral Mutual Fund | Common Collective Trusts | — | — | $1.0M | 1.8% | |
| Invesco Discovery R6 Mutual Fund | Mutual Funds | — | — | $1.0M | 1.7% | |
| Massmutual Total Return Bond I Mutual Fund ** 471 MFS Intl Diversification R6 Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $823K | 1.4% | |
| American Funds 2020 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $766K | 1.3% | |
| Various Bearing Interest * Participant Loans from 4.25% to 9.50% - | Bonds / Notes | — | — | $546K | 0.9% | |
| American Funds 2065 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $507K | 0.9% | |
| American Funds 2015 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $202K | 0.3% | |
| American Funds 2010 Trgt Date Retire R6 Mutual Fund | Mutual Funds | — | — | $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% |
