How big is Simmonds, Brady & LOI, PC's plan?

Simmonds, Brady & LOI, PC's plan reported $6.5M in assets and 12 participants for 2024.

Original filing (PDF)20251003162939NAL0002613376001

Simmonds, Brady & LOI, PC

Name: Simmonds, Brady & LOI, PC — Simmonds, Brady & LOI, Form 5500 (2024)
Creator: Simmonds, Brady & LOI, PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simmonds, Brady & LOI, PC 401(k) Plan

401(k) retirement plan · Simmonds, Brady & LOI, PC's Simmonds, Brady & LOI, PC 401(k) Plan held $6.5M in plan assets for 12 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.5M

Net assets (EOY)

$6.5M

People on this filing

Thuan LOI, DDS signed Simmonds, Brady & LOI, PC's 2024 Form 5500 as plan administrator.

Thuan LOI, DDS — 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

Simmonds, Brady & LOI, PC's EIN is 20-1970498.

EIN 20-1970498

Plan number 001

Plan year 2024

ACK ID 20251003162939NAL0002613376001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simmonds, Brady & LOI, PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simmonds, Brady & LOI, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMMONDS, BRADY & LOI, PC.

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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