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Original filing (PDF)20251010170328NAL0008511969001
SIMULATIONS PLUS, INC.
Form 5500
FILING_RECEIVED
SIMULATIONS PLUS, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
146
Accounts w/ balance
170
Plan assets (EOY)
$33.4M
Net assets (EOY)
$33.4M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (14 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMULATIONS PLUS, INC..
Plan sponsor
Name
SIMULATIONS PLUS, INC.
EIN
95-4595609
Address
42505 10TH STREET WEST · LANCASTER, CA · 93534
Phone
(661) 723-7723
Industry
Software Publishers· Information / Tech / Mediasee 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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
ROSE, SNYDER & JACOBS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | RETAINED BY EMPLOYER | $31K | — |
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | RETAINED BY EMPLOYER | $12K | — |
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $4K | — |
Investments
35 direct securities · 1 pooled fund· $33.4M(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
$32.9M
35 holdings
Common Collective Trust
$510K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party-in borrower, lessor, or maturity date, rate of interest, collateral, Current -interest similar party par, or maturity value Cost value Fidelity 500 Index Fund Registered investment company | — | — | — | $5.7M | 16.9% | |
| Putnam Dynamic Asset Allocation Growth R6 Registered investment company | — | — | — | $4.8M | 14.4% | |
| JP Morgan Large Growth R6 Registered investment company | — | — | — | $1.9M | 5.5% | |
| MFS Technology Fund R6 Registered investment company | — | — | — | $1.7M | 5.1% | |
| Putnam Dynamic Asset Allocation Balance R6 Registered investment company | — | — | — | $1.7M | 5.0% | |
| Putnam Dynamic Asset Allocation Conservative R6 Registered investment company | — | — | — | $1.5M | 4.4% | |
| MFS Lifetime 2040 Fund R2 Registered investment company | — | — | — | $1.4M | 4.1% | |
| MFS Lifetime 2045 Fund R2 Registered investment company | — | — | — | $1.3M | 4.0% | |
| T Rowe Price Blue Chip Growth Registered investment company | — | — | — | $1.2M | 3.7% | |
| American New Perspective R6 Registered investment company | — | — | — | $1.1M | 3.3% | |
| MFS Lifetime 2035 Fund R2 Registered investment company | — | — | — | $1.1M | 3.1% | |
| MFS Lifetime 2055 Fund R2 Registered investment company | — | — | — | $1.0M | 3.1% | |
| Fidelity Mid Cap Index Fund Registered investment company | — | — | — | $946K | 2.8% | |
| Hartford Dividend and Growth R6 Registered investment company | — | — | — | $817K | 2.4% | |
| MFS Lifetime 2060 Fund R2 Registered investment company | — | — | — | $655K | 2.0% | |
| Fidelity Small Cap Index Fund Registered investment company | — | — | — | $648K | 1.9% | |
| American Beacon Sim High Yield Opportunity R5 Registered investment company | — | — | — | $597K | 1.8% | |
| Neuberger Berman Real Estate R6 Registered investment company | — | — | — | $587K | 1.8% | |
| Northern Emerging Markets Equity Index Registered investment company | — | — | — | $531K | 1.6% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $510K | 1.5% | |
| Hartford International Opportunity Y Registered investment company | — | — | — | $480K | 1.4% | |
| Pioneer Bond Fund CI Y Registered investment company | — | — | — | $457K | 1.4% | |
| MFS Lifetime 2025 Fund R2 Registered investment company | — | — | — | $441K | 1.3% | |
| MFS Lifetime 2050 Fund R2 Registered investment company | — | — | — | $433K | 1.3% | |
| American Century Govt Bond R5 Registered investment company | — | — | — | $398K | 1.2% | |
| Neuberger Berman Mid Cap Growth Registered investment company | — | — | — | $379K | 1.1% | |
| American Century Mid Cap Value R6 Registered investment company | — | — | — | $294K | 0.9% | |
| American Beacon Small Cap Value R5 Registered investment company | — | — | — | $273K | 0.8% | |
| T Rowe Price Gbl Mult Sec Inv Registered investment company | — | — | — | $210K | 0.6% | |
| MFS Lifetime 2030 Fund R2 Registered investment company | — | — | — | $203K | 0.6% | |
| Notes receivable from participants Rates 4.25% - 9.5% -0- | — | — | — | $128K | 0.4% | |
| Pimco Commodities Plus Strategy Institutional Registered investment company | — | — | — | $64K | 0.2% | |
| Victory RS Small Cap Growth Y Registered investment company | — | — | — | $47K | 0.1% | |
| MFS Lifetime Retirement Inc R2 Registered investment company | — | — | — | $35K | 0.1% | |
| JP Morgan US Government Money Market Fund Registered investment company | — | — | — | $14K | <0.1% | |
| Invesco Gold & Special Minerals R6 Registered investment company | — | — | — | $4K | <0.1% |
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