How big is SIMS Financial Services, LLC's plan?

SIMS Financial Services, LLC's plan reported $2.0M in assets and 5 participants for 2024.

Original filing (PDF)20250521132717NAL0002361619001

SIMS Financial Services, LLC

Name: SIMS Financial Services, LLC — SIMS Financial, Form 5500 (2024)
Creator: SIMS Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SIMS Financial Services LLC Retirement Plan

401(k) retirement plan · SIMS Financial Services, LLC's SIMS Financial Services LLC Retirement Plan held $2.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

SIMS Financial Services, LLC's EIN is 23-3093490.

EIN 23-3093490

Plan number 001

Plan year 2024

ACK ID 20250521132717NAL0002361619001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SIMS Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SIMS Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMS FINANCIAL SERVICES, LLC.

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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