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Original filing (PDF)20250818113545NAL0000613971001
SIMPRO SOFTWARE LIMITED
Form 5500
FILING_RECEIVED
SIMPRO SOFTWARE LIMITED 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
123
Accounts w/ balance
200
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
4 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)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- 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 SIMPRO SOFTWARE LIMITED.
Plan sponsor
Name
SIMPRO SOFTWARE LIMITED
EIN
61-1734506
Address
329 INTERLOCKEN PARKWAY #100 · BROOMFIELD, CO · 80021
Phone
(855) 338-6041
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
2025-08-18
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
JOHNSON O'CONNOR FERON& CARUCCI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, INC | 04-2746212 | — | SERVICE PROVIDER | $0 | — |
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | SERVICE PROVIDER | $0 | — |
Investments
25 direct securities · 4 pooled funds· $13.4M(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
$6.5M
25 holdings
Pooled Separate Account
$6.4M
1 holding
Common Collective Trust
$461K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $6.4M | 91.7% | |
| Vanguard Target Retirement 2050 Fund Pooled separate account n/a | — | — | — | $1.1M | 15.6% | |
| Vanguard Target Retirement 2055 Fund Pooled separate account n/a | — | — | — | $1.0M | 14.5% | |
| Vanguard Target Retirement 2040 Fund Pooled separate account n/a | — | — | — | $924K | 13.3% | |
| Vanguard Target Retirement 2045 Fund Pooled separate account n/a | — | — | — | $647K | 9.3% | |
| Vanguard Target Retirement 2030 Fund Pooled separate account n/a | — | — | — | $626K | 9.0% | |
| Vanguard Target Retirement 2060 Fund Pooled separate account n/a | — | — | — | $558K | 8.0% | |
| Fidelity 500 Index Fund Pooled separate account n/a | — | — | — | $548K | 7.9% | |
| Vanguard Target Retirement 2035 Fund Pooled separate account n/a | — | — | — | $456K | 6.5% | |
| LARGE CAP GROWTH FUND III R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $434K | 6.2% | |
| Vanguard Target Retirement 2065 Fund Pooled separate account n/a | — | — | — | $111K | 1.6% | |
| Voya Fixed Account (4450) Insurance company general account n/a | — | — | — | $94K | 1.3% | |
| Vanguard Target Retirement 2070 Fund Pooled separate account n/a | — | — | — | $54K | 0.8% | |
| Vanguard Total International Stock Index Fund Admiral Shares Pooled separate account n/a | — | — | — | $51K | 0.7% | |
| Vanguard Short-Term Investment Grade Fund Admiral Shares Pooled separate account n/a | — | — | — | $45K | 0.7% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Pooled separate account n/a | — | — | — | $36K | 0.5% | |
| Vanguard Small-Cap Index Fund Admiral Shares Pooled separate account n/a | — | — | — | $33K | 0.5% | |
| Franklin Small Cap Value Fund Class - R6 Pooled separate account n/a | — | — | — | $32K | 0.5% | |
| MFS Mid Cap Growth Fund Class - R6 Pooled separate account n/a | — | — | — | $30K | 0.4% | |
| JPMorgan Equity Income Fund Class - R6 Pooled separate account n/a | — | — | — | $29K | 0.4% | |
| American Funds New World Class - R6 Pooled separate account n/a | — | — | — | $27K | 0.4% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $22K | 0.3% | |
| Impax Sustainable Allocation Fund Class Institutional Pooled separate account n/a ** 859 * Voya Government Money Market Fund Class - A Pooled separate account n/a ** 397 * Participant Loans Participant loans varies 7.75% - 8.50% n/a -0- | — | — | — | $21K | 0.3% | |
| Vanguard Target Retirement Income Fund Pooled separate account n/a | — | — | — | $19K | 0.3% | |
| Voya Intermediate Bond Fund Class - R6 Pooled separate account n/a | — | — | — | $19K | 0.3% | |
| Vanguard Target Retirement 2020 Fund Pooled separate account n/a | — | — | — | $17K | 0.2% | |
| Janus Henderson Multi-Sector Income Class - N Pooled separate account n/a | — | — | — | $14K | 0.2% | |
| Fidelity Advisor Small Cap Growth Fund Class - Z Pooled separate account n/a | — | — | — | $13K | 0.2% | |
| MID CAP VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $4K | <0.1% |
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