AUMdb

Simulation Technologies, Inc. 401(k) Profit Sharing Plan

Sponsored by Simulation Technologies, Inc · EIN 630843226 · Plan #001

Total assets
$88.1M
Net assets
$88.1M
Active participants
228
With balances
311

Plan year beginning 10/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Morgan Stanley Smith Barney Llc CRD 149777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Morgan Stanley Investment advisory (plan) $75,923
Vanguard Group Inc. Recordkeeping, Other fees, Securities brokerage $13,068