What public Form 5500 filings show about the Simplified Investments 401(k) plan — and how to find and check your own account.
Simplified Investments (EIN 27-3869746) reports SIMPLIFIED INVESTMENTS 401(K) PLAN on its most recent Form 5500, with $4.0M in plan assets across 388 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 Simplified Investments 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Simplified Investments 401(k).
