What public Form 5500 filings show about the Simplified Office Systems 401(k) plan — and how to find and check your own account.
Simplified Office Systems (EIN 45-1548790) reports SIMPLIFIED OFFICE SYSTEMS RETIREMENT TRUST on its most recent Form 5500, with $327K in plan assets across 10 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 Office Systems filing — schedules, fees, and providers.
Simplified Office Systems’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 Simplified Office SystemsHR for the recordkeeper’s name and login.