Simplifi Holdings, LLC (EIN 27-1828514) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $60.2M in plan assets and 1,250 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Simplifi 401(k) Profit Sharing Plan | 001 | 623 | $60.2M |
| Simpli.FI Holdings, LLC Health and Welfare Plan | 501 | 627 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
27-1828514 is the Employer Identification Number (EIN) Simplifi Holdings, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Texas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
