Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SIMTAX , INC.
EIN 34-1750406financial servicesLatest filing 2025
Plans
2
Retirement
2
$5.5M assets
Welfare
0
Participants
6
4580 MONET PLACE - PEPPER PIKE, OH 441245784440-473-0999simtaxusa.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.5M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SIMTAX, INC. 401K PROFIT SHARING PLAN
401k
Assets$3.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SIMTAX, INC. DEFINED BENEFIT PENSION PLAN
CashBalance
Assets$1.9M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMTAX, INC. 401K PROFIT SHARING PLAN | 401k | $3.6M | 3 | 2025 | |
| 002 | SIMTAX, INC. DEFINED BENEFIT PENSION PLAN | CashBalance | $1.9M | 3 | 2025 |
Retirement plans