Plan Ledger DOL Form 5500 · updated monthly

Simulations Plus, Inc.401(k)

SIMULATIONS PLUS, INC. 401(K) PROFIT SHARING PLAN · LANCASTER, CA · plan year 2025

Reported admin expense ratio · 2025
0.16%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Simulations Plus, Inc. reported $55,013 in plan administrative expenses for 2025: 0.16% of average plan assets, below the peer median. Employer contributions averaged $5,704 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.27% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other information & media employers. By assets it is the 2,290th-largest of 9,483 plans among California employers on file, and the 673rd of 2,199 in information & media. In 2025, employees put in $2.59 for every $1.00 the employer contributed; active participation has grown from 134 to 162 since 2022.

Plan summary
Net assets, end of year$36,626,620
Participants with balances190
Active participants162
Employer contributions$924,005
Employee contributions$2,396,128
Employer contribution per active participant$5,704
Average account balance$192,772
Benefits paid to participants$5,550,834
Plan auditUnmodified (clean) audit opinion
AuditorROSE, SNYDER & JACOBS LLP
Plan history4
Yearassets · accounts · employer contribution
2025$36.6M · 190 accts · $924K emplr
2024$33.4M · 170 accts · $825K emplr
2023$27.0M · 173 accts · $731K emplr
2022$20.8M · 150 accts · $579K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$2,168
Investment management$52,845
Total administrative$55,013
The Simulations Plus, Inc. 401(k) match · 2025
Employer contribution per active participant$5,704
Median for plans this size$2,666
2025$5,704 per active participant
2024$5,647 per active participant
2023$4,870 per active participant
2022$4,322 per active participant

Simulations Plus, Inc.'s 2025 employer contribution ran above the $2,666 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
JOHN HANCOCK · Recordkeeping · Loan processing$4,050
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$50,963

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025John Hancock
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$55,013 · 0.16%
2024$47,111 · 0.16%
2023$37,572 · 0.16%
2022$62,078 · 0.27%
Same employer
Similar plansInformation & Media · California
Viz Media, LLC CA$37.5M · 0.24%
Marklogic Corporation CA$37.5M · 0.01%
Uvnv, Inc. CA$37.1M · 0.30%
Clari, Inc. CA$37.1M · 0.03%
Zwift, Inc. CA$36.2M · 0.42%
Sysdig, Inc. CA$36.1M · 0.35%
Harpo, Inc. CA$36.0M
New Dream Network, LLC CA$36.0M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 954595609 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.