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Original filing (PDF)20250711051157NAL0009948848001
SIMULSTAT, INC.
Form 5500
FILING_RECEIVED
SIMULSTAT, INC. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
79
Accounts w/ balance
155
Plan assets (EOY)
$17.0M
Net assets (EOY)
$17.0M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMULSTAT, INC..
Plan sponsor
Name
SIMULSTAT, INC.
EIN
91-2138259
Address
440 STEVENS AVE · SUITE 200 · SOLANA BEACH, CA · 92075
Phone
(858) 546-4337
Industry
Custom Computer Programming· 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
2025-07-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JGD & ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | INVESTMENT/FINANCIAL ADVI | $38K | — |
Investments
37 direct securities · 1 pooled fund· $17.0M(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.
Registered Investment Companies
$16.8M
33 holdings
Common Collective Trust
$145K
1 holding
Uncategorized
$27K
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $3.4M | 19.8% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.5M | 8.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.3M | 7.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.2M | 7.1% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $1.2M | 7.1% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $1.1M | 6.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $931K | 5.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $739K | 4.3% | |
| FEDERATED MID-CAP INDEX FUND | Registered Investment Companies | — | — | $679K | 4.0% | |
| MFS TECHNOLOGY FUND - R6 | Registered Investment Companies | — | — | $587K | 3.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $469K | 2.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $442K | 2.6% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $408K | 2.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $382K | 2.2% | |
| BLACKROCK GLBL ALLOCATION INST | Registered Investment Companies | — | — | $286K | 1.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $282K | 1.7% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $229K | 1.3% | |
| FEDERATED TOTAL RETURN BOND - | Registered Investment Companies | — | — | $221K | 1.3% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $169K | 1.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $167K | 1.0% | |
| VAN SHORT-TERM FEDERAL - INV | Registered Investment Companies | — | — | $162K | 1.0% | |
| METLIFE REL ST VAL 25053 - 65 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $145K | 0.9% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $139K | 0.8% | |
| LORD ABBETT SH DUR INC I | Registered Investment Companies | — | — | $134K | 0.8% | |
| BLK HEALTH SCI OPP PORT -INST | Registered Investment Companies | — | — | $134K | 0.8% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $115K | 0.7% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $79K | 0.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $75K | 0.4% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $74K | 0.4% | |
| ALLSPRING HIGH YIELD BOND INST | Registered Investment Companies | — | — | $74K | 0.4% | |
| NYLI INCOME BUILDER INV | Registered Investment Companies | — | — | $55K | 0.3% | |
| INVESCO INTL BOND Y | Registered Investment Companies | — | — | $41K | 0.2% | |
| VANGUARD GNMA FD - INV | Registered Investment Companies | — | — | $30K | 0.2% | |
| (e) | — | — | $469K | $20K | 0.1% | |
| FIDELITY ADVISOR MATERIALS I | Registered Investment Companies | — | — | $19K | 0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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