Jason Roeder signed Simko Support Center LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simko Support Center LLC's EIN is 81-3450427.
Download the official 2024 Form 5500 (PDF) for Simko Support Center LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simko Support Center LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | RECORDKEEPER | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT | 46-2793932 | — | INVESTMENT ADVISOR | $46K | — |
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 500 Index Fund Mutual Fund ** $ | Common Collective Trusts | — | — | $3.2M | 15.6% | |
| Fidelity Large Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $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 | Common Collective Trusts | — | — | $2.0M | 10.0% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $1.1M | 5.5% | |
| Janus Henderson Enterprise Collective Fund Cl III Mutual Fund | Common Collective Trusts | — | — | $998K | 4.9% | |
| Allspring Special Mid Cap Value Fund - Class A Mutual Fund | Other securities | — | — | $954K | 4.7% | |
| Fidelity Total International Index Fund Mutual Fund | Common Collective Trusts | — | — | $832K | 4.1% | |
| Harbor Small Cap Growth Fund Institutional Class Mutual Fund | Other securities | — | — | $703K | 3.5% | |
| Natixis Funds Trust I Vaughan Nelson Small Cap Value Fund Class A Mutual Fund | Other securities | — | — | $684K | 3.4% | |
| JOHCM Emerging Markets Opportunities Fund Advisor Shares Mutual Fund | Other securities | — | — | $657K | 3.2% | |
| Notes Receivable from Participants Participant Loans*** | Participant loans | — | — | $169K | 0.8% | |
| Fidelity Small Cap Index Fund Mutual Fund ** 186 * Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
