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Original filing (PDF)20251014175807NAL0001745363001
SIMKO SUPPORT CENTER LLC
Form 5500
FILING_RECEIVED
SIMKO SUPPORT CENTER LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
408
Accounts w/ balance
403
Plan assets (EOY)
$20.3M
Net assets (EOY)
$20.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
15 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
- 52 bps in Schedule C fees — 78% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMKO SUPPORT CENTER LLC.
Plan sponsor
Name
SIMKO SUPPORT CENTER LLC
EIN
81-3450427
Address
3902 OAKWOOD HILLS PARKWAY · EAU CLAIRE, WI · 54701
Phone
(715) 835-5182
Industry
Offices of Dentists· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
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
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DS&B, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | RECORDKEEPER | $59K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT | 46-2793932 | — | INVESTMENT ADVISOR | $46K | — |
Investments
13 direct securities · 2 pooled funds· $20.3M(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
$16.0M
13 holdings
Common Collective Trust
$4.2M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund ** $ | — | — | — | $3.2M | 15.6% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | — | — | — | $2.9M | 14.1% | |
| PUTNAM STABLE VALUE FUND 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.4M | 11.9% | |
| Fidelity Large Cap Value Index Fund Mutual Fund | — | — | — | $2.0M | 10.0% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $1.8M | 9.0% | |
| FEDERATED HERMES TOTAL RETURN BOND GREAT GRAY TRUST COMPANY · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $1.8M | 8.9% | |
| American Funds EuroPacific Growth Fund Class R-6 Mutual Fund | — | — | — | $1.1M | 5.5% | |
| Janus Henderson Enterprise Collective Fund Cl III Mutual Fund | — | — | — | $998K | 4.9% | |
| Allspring Special Mid Cap Value Fund - Class A Mutual Fund | — | — | — | $954K | 4.7% | |
| Fidelity Total International Index Fund Mutual Fund | — | — | — | $832K | 4.1% | |
| Harbor Small Cap Growth Fund Institutional Class Mutual Fund | — | — | — | $703K | 3.5% | |
| Natixis Funds Trust I Vaughan Nelson Small Cap Value Fund Class A Mutual Fund | — | — | — | $684K | 3.4% | |
| JOHCM Emerging Markets Opportunities Fund Advisor Shares Mutual Fund | — | — | — | $657K | 3.2% | |
| Notes Receivable from Participants Participant Loans*** | — | — | — | $169K | 0.8% | |
| Fidelity Small Cap Index Fund Mutual Fund ** 186 * Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $7K | <0.1% |
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