How big is Simply Direct Corp.'s plan?

Simply Direct Corp.'s plan reported $1.1M in assets and 11 participants for 2024.

Original filing (PDF)20250912095130NAL0003343666001

Simply Direct Corp.

Name: Simply Direct Corp. — Simply Direct 401(k) Plan, Form 5500 (2024)
Creator: Simply Direct Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simply Direct 401(k) Plan

401(k) retirement plan · Simply Direct Corp.'s Simply Direct 401(k) Plan held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

LISA Vitale signed Simply Direct Corp.'s 2024 Form 5500 as plan administrator.

LISA Vitale — 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 Direct Corp.'s EIN is 04-3106069.

EIN 04-3106069

Plan number 001

Plan year 2024

ACK ID 20250912095130NAL0003343666001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simply Direct Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simply Direct Corp.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature.

Decision-maker contacts

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

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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