How big is SIMI Oaks Inc.'s plan?

SIMI Oaks Inc.'s plan reported $444K in assets and 24 participants for 2024.

Original filing (PDF)20250723135914NAL0008892402001

SIMI Oaks Inc.

Name: SIMI Oaks Inc. — SIMI Oaks Inc. 401(k) Profit, Form 5500 (2024)
Creator: SIMI Oaks Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SIMI Oaks Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · SIMI Oaks Inc.'s SIMI Oaks Inc. 401(k) Profit Sharing Plan & Trust held $444K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$444K

Net assets (EOY)

$444K

Plan identifiers

SIMI Oaks Inc.'s EIN is 20-2100952.

EIN 20-2100952

Plan number 001

Plan year 2024

ACK ID 20250723135914NAL0008892402001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SIMI Oaks Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SIMI Oaks Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SIMI OAKS INC

EIN

all filings

Address

2345 ERRINGER RD STE 106 · SIMI VALLEY, CA · 930652244

Phone

(805) 404-0447

Industry

Health Care & Social Assistance

Plan administrator