How big is Simpson Spence Young's plan?

Simpson Spence Young's plan reported $8.1M in assets and 33 participants for 2024.

Original filing (PDF)20251008153655NAL0006077457001

Simpson Spence Young

Name: Simpson Spence Young — Simpson Spence Young 401(k), Form 5500 (2024)
Creator: Simpson Spence Young
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simpson Spence Young 401(k) Retirement Plan

401(k) retirement plan · Simpson Spence Young's Simpson Spence Young 401(k) Retirement Plan held $8.1M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

People on this filing

GORM Andersen signed Simpson Spence Young's 2024 Form 5500 as plan administrator.

GORM Andersen — 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

Simpson Spence Young's EIN is 13-5395270.

EIN 13-5395270

Plan number 001

Plan year 2024

ACK ID 20251008153655NAL0006077457001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simpson Spence Young from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simpson Spence Young's plan includes profit-sharing, ERISA 404(c) participant direction, 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 SIMPSON SPENCE YOUNG.

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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