Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MICHAEL W. SIM & COMPANY, P.C.
EIN 74-3032796Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
15
4605 PINECREST OFFICE PARK DR., SUITE E - ALEXANDRIA, VA 22312703-750-3970
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.3M assets / 15 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#002
MICHAEL W. SIM & COMPANY, P.C. CASH BALANCE PLAN
CashBalance
Assets$716K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MICHAEL W. SIM & COMPANY, P.C. 401(K) PROFIT SHARING PLAN
401k
Assets$574K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MICHAEL W. SIM & COMPANY, P.C. CASH BALANCE PLAN | CashBalance | $716K | 7 | 2025 | |
| 001 | MICHAEL W. SIM & COMPANY, P.C. 401(K) PROFIT SHARING PLAN | 401k | $574K | 8 | 2025 |
Retirement plans