Brian Sturgis signed Simulstat, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simulstat, Inc.'s EIN is 91-2138259.
Download the official 2024 Form 5500 (PDF) for Simulstat, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simulstat, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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) | Other securities | — | $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. | Pooled Separate Accounts | — | — | $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). | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $38K |
| — |
