What public Form 5500 filings show about the Simpson Housing LLLP 401(k) plan — and how to find and check your own account.
Simpson Housing LLLP (EIN 26-0136283) reports SIMPSON HOUSING 401(K) RETIREMENT PLAN on its most recent Form 5500, with $72.7M in plan assets across 632 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 Simpson Housing LLLP 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Simpson Housing LLLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, WORLD INVESTMENT ADVISORS.
