What public Form 5500 filings show about the Loan Simple 401(k) plan — and how to find and check your own account.
Loan Simple (EIN 84-1412422) reports LOAN SIMPLE 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $4.4M in plan assets across 52 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Loan Simple filing — schedules, fees, and providers.
Loan Simple’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Loan SimpleHR for the recordkeeper’s name and login.
