What public Form 5500 filings show about the Simple Management Group Inc. 401(k) plan — and how to find and check your own account.
Simple Management Group Inc. (EIN 85-3924667) reports SIMPLE MANAGEMENT GROUP INC. 401(K) PLAN on its most recent Form 5500, with $3.2M in plan assets across 252 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 Simple Management Group Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vestwell, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Simple Management Group Inc. 401(k).
