Jennifer Boyd signed Simpson Housing LLLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simpson Housing LLLP's EIN is 26-0136283.
Download the official 2024 Form 5500 (PDF) for Simpson Housing LLLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simpson Housing LLLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $80K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | 61-1758632 | — | ADVISOR | $30K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $71.3M | 98.2% | |
| SCHWAB IDX RET 2050 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $9.9M | 13.6% | |
| SCHWAB IDX RET 2040 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $8.2M | 11.3% | |
| SCHWAB IDX RET 2030 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $7.2M | 10.0% | |
| SCHWAB IDX RET 2060 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $3.5M | 4.8% | |
| SCHWAB IDX RET 2055 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $3.3M | 4.5% | |
| SCHWAB IDX RET 2035 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $2.3M | 3.2% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $2.3M | 3.1% | |
| SCHWAB IDX RET 2045 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $1.9M | 2.6% | |
| SCHWAB IDX RET 2020 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $1.8M | 2.5% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $1.3M | 1.7% | |
| SCHWAB IDX RET 2010 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $855K | 1.2% | |
| SCHWAB IDX RET 2025 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $801K | 1.1% | |
| C&S US REALTY P SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $739K | 1.0% | |
| WA CORE BOND CIF R3 HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 186 | Common Collective Trust | — | — | $295K | 0.4% | |
| LD ABT MS STRAT II R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097315 / PN 463 | Common Collective Trust | — | — | $173K | 0.2% | |
| SCHWAB IDX RET 2015 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $51K | <0.1% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% |
| 04-2654524 |
| — |
| ADVISOR |
| $16K |
| — |
