How big is Simply Strategy's plan?

Simply Strategy's plan reported $66K in assets and 8 participants for 2024.

Original filing (PDF)20250702091325NAL0013433169001

Simply Strategy

Name: Simply Strategy — Simply Strategy 401(k) Plan, Form 5500 (2024)
Creator: Simply Strategy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simply Strategy 401(k) Plan

401(k) retirement plan · Simply Strategy's Simply Strategy 401(k) Plan held $66K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

People on this filing

Carolyn Aubuchon signed Simply Strategy's 2024 Form 5500 as plan administrator.

Carolyn Aubuchon — 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

Simply Strategy's EIN is 26-2845601.

EIN 26-2845601

Plan number 001

Plan year 2024

ACK ID 20250702091325NAL0013433169001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Simply Strategy's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMPLY STRATEGY.

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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