SIMPLEX INVESTMENTS, LLC 401(k) Plan
What public Form 5500 filings show about the SIMPLEX INVESTMENTS, LLC 401(k) plan — and how to find and check your own account.
The SIMPLEX INVESTMENTS, LLC 401(k) on its latest Form 5500
SIMPLEX INVESTMENTS, LLC (EIN 36-4519916) reports SIMPLEX INVESTMENTS, LLC 401(K) PLAN on its most recent Form 5500, with $43.0M in plan assets across 109 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 SIMPLEX INVESTMENTS, LLC filing — schedules, fees, and providers.
Who runs the SIMPLEX INVESTMENTS, LLC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your SIMPLEX INVESTMENTS, LLC 401(k).
How to check your SIMPLEX INVESTMENTS, LLC 401(k)
- Log in to Vanguard’s participant portal (the site on your statements).
- Ask SIMPLEX INVESTMENTS, LLC HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
