How big is Simply Home's plan?

Simply Home's plan reported $1.7M in assets and 5 participants for 2025.

Original filing (PDF)20260409113947NAL0015942448001

Simply Home

Name: Simply Home — Simply Home 401(k) Profit Sharing Plan, Form 5500 (2025)
Creator: Simply Home
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simply Home 401(k) Profit Sharing Plan

401(k) retirement plan · Simply Home's Simply Home 401(k) Profit Sharing Plan held $1.7M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

LISA Carver signed Simply Home's 2025 Form 5500 as plan administrator.

LISA Carver — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Simply Home's EIN is 01-0544153.

EIN 01-0544153

Plan number 001

Plan year 2025

ACK ID 20260409113947NAL0015942448001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Simply Home from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Simply Home's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMPLY HOME.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score