David Donaldson signed System Studies & Simulation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
System Studies & Simulation, Inc.'s EIN is 63-1060391.
Download the official 2024 Form 5500 (PDF) for System Studies & Simulation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)System Studies & Simulation, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA SMART | 45-5529798 | — | CONSULTANT | $23K | — |
| KESTRA ADVISORY SERVICES, LLC FBO |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Blue Chip Growth Fund | Mutual Funds | — | — | $12.5M | 20.0% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $6.5M | 10.5% | |
| New York Life Anchor Account | Other securities | — | — | $4.8M | 7.7% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $4.8M | 7.7% | |
| Pioneer Fund Class Y | Other securities | — | — | $4.7M | 7.5% | |
| Wilmington Funds flexPATH Index+ Moderate Retirement Fund R2 | Other securities | — | — | $4.5M | 7.2% | |
| FLEXPATH+MOD RET R2 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $4.5M | 7.2% | |
| Fidelity Investments Balanced Fund | Mutual Funds | — | — | $4.0M | 6.4% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $3.7M | 6.0% | |
| FLEXPATH+MOD 2035 R2 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $3.4M | 5.4% | |
| Carillon Family of Funds Eagle Mid Cap Growth Fund Class A | Other securities | — | — | $2.3M | 3.6% | |
| Fidelity Investments Mid Cap Index Fund | Common Collective Trusts | — | — | $2.2M | 3.5% | |
| FLEXPATH+MOD 2045 R2 GREAT GRAY TRUST COMPANY · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $1.6M | 2.5% | |
| Fidelity Investments Small Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 1.9% | |
| BNY Mellon Dynamic Value Fund Class I | Other securities | — | — | $1.2M | 1.9% | |
| Allspring Global Investments Core Bond Fund Institutional Class | Other securities | — | — | $1.1M | 1.8% | |
| Fidelity Investments Total Bond Fund | Mutual Funds | — | — | $892K | 1.4% | |
| Fidelity Investments Worldwide Fund | Mutual Funds | — | — | $887K | 1.4% | |
| Fidelity Investments International Growth Fund | Mutual Funds | — | — | $699K | 1.1% | |
| Fidelity Investments Emerging Markets Fund Class K | Mutual Funds | — | — | $689K | 1.1% | |
| FLEXPATH+AGR 2055 R2 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $642K | 1.0% | |
| FLEXPATH+AGR 2045 R2 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $607K | 1.0% | |
| Wilmington Funds flexPATH Index+ Aggressive Retirement Fund R2 | Other securities | — | — | $490K | 0.8% | |
| FLEXPATH+AGR RET R2 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $490K | 0.8% | |
| Hartford Mutual Funds Strategic Income R6 | Other securities | — | — | $448K | 0.7% | |
| FLEXPATH+AGR 2035 R2 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $442K | 0.7% | |
| PIMCO Real Return Fund Institutional Class | Mutual Funds | — | — | $401K | 0.6% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $328K | 0.5% | |
| Fidelity Investments Real Estate Investment Portfolio | Mutual Funds | — | — | $315K | 0.5% | |
| Fidelity Investments Government Money Market Fund | Mutual Funds | — | — | $302K | 0.5% | |
| Participant Loans Interest rates at 4.25% to 9.50%; maturities 1 to 5 years -0- | Bonds / Notes | — | — | $255K | 0.4% | |
| FLEXPATH+MOD 2055 R2 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $240K | 0.4% | |
| Allspring Global Investments Precious Metals Fund Institutional Class | Other securities | — | — | $223K | 0.4% | |
| FLEXPATH+CON 2035 R2 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $220K | 0.4% | |
| PIMCO CommodityRealReturn Strategy Fund Institutional Class | Mutual Funds | — | — | $185K | 0.3% | |
| American Century Investments Mid Cap Value Fund R6 Class | Other securities | — | — | $151K | 0.2% | |
| PGIM Jennison Natural Resources R6 | Other securities | — | — | $81K | 0.1% | |
| Goldman Sachs Small Cap Value Insights Fund Class A | Other securities | — | — | $72K | 0.1% | |
| Fidelity Investments Convertible Securities Fund | Mutual Funds | — | — | $69K | 0.1% | |
| FLEXPATH+CON 2045 R2 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $57K | <0.1% | |
| Wilmington Funds flexPATH Index+ Conservative Retirement Fund R2 | Other securities | — | — | $29K | <0.1% | |
| FLEXPATH+CON RET R2 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $29K | <0.1% | |
| FLEXPATH+CON 2055 R2 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $26K | <0.1% | |
| PGIM Global Total Return Fund Class Z | Other securities | — | — | $6K | <0.1% | |
| FLEXPATH+MOD 2025 R2 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+CON 2025 R2 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH+AGR 2025 R2 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 35-2552359 |
| — |
| INVESTMENT ADVISOR |
| $23K |
| — |
