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Original filing (PDF)20251219104738NAL0009940672001
SIMVENTIONS, INC.
Form 5500
FILING_RECEIVED
SIMVENTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
Late filing · 1.1 mo100% in single holdingNo recordkeeper disclosed
Active participants
408
Accounts w/ balance
419
Plan assets (EOY)
$25.3M
Net assets (EOY)
$14.6M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
96
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 1.1 months past the 10.5-month grace window.
- Top holding "SimVentions, Inc." is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-19
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BRONTIDE LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $25.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SimVentions, Inc. | — | — | $14.6M | $25.3M | 100.0% | |
| Fidelity Treasury Portfolio I | — | — | $10 | $10 | <0.1% |
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