Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Simventions, Inc.
EIN 54-1992646information technology and servicesLatest filing 2025
Plans
3
Retirement
2
$104.5M assets
Health & Benefits
1
$477K premiums
Participants
1,366
100 RIVERSIDE PARKWAY, SUITE 123 - FREDERICKSBURG, VA 224061016540-372-7727simventions.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $104.5M assets / 1,050 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $477K premiums / 827 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$176K
- Short-term disability$115K
- Other$109K
- Long-term disability$97K
- Vision$55K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SIMVENTIONS RETIREMENT PLAN
401(k)
Assets$70.8M
Participants552
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SIMVENTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$33.7M
Participants498
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
SIMVENTIONS HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$477K
Covered lives827
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SIMVENTIONS RETIREMENT PLAN | 401(k) | $70.8M | 552 | 2025 |
| #002 | SIMVENTIONS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $33.7M | 498 | 2025 |
- #001 · 401(k) · 2025552
- #002 · ESOP · 2025498
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | SIMVENTIONS HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $477K | 827 | 2025 |
- #502 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025827
Retirement plans
Health & Benefits plans