# Simutech Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/simutech-group-inc-401k-plan

> Simutech Group, INC.'s 401(k) plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Simutech Group, INC.

- **Sponsor EIN:** 161578599

- **Sponsor Address:** 500 PARKER HILL DRIVE RD, ROCHESTER, NY, 14625

- **Plan Type:** 401(k)

- **Total Participants:** 110

- **Total Assets:** $13.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|110|$13.7M|$180,565|$1.1M|

| 2023|103|$11.7M|$210,688|$1.3M|

| 2022|103|$10.0M|$174,345|$1.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER LIFE & ANNUITY INSURANCE CO|RECORDKEEPER|$33,184|—|$33,184|

| CADARET GRANT & CO INC|BROKER/ADVISER|—|$26,600|$26,600|

| THE WATERFORD GROUP LLC|INVESTMENT ADVISOR|$16,162|—|$16,162|

| 1RDG|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [1RDG](https://planprovider.pro/provider/rdg-partners-cpas-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $75,946

- **Estimated Expense Ratio:** 0.555% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$49,346|$16,162|—|—|—|

| 2023|$42,358|—|—|—|—|

| 2022|$23,309|—|$23,309|—|—|

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