How big is Simply Strategy LLC's plan?

Simply Strategy LLC's plan reported $408 in assets and 5 participants for 2024.

Original filing (PDF)20250929134815NAL0013931168001

Simply Strategy LLC

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

Form 5500-SF

FILING_RECEIVED

Simply Strategy LLC MCF Benefit Plan

Health & welfare plan · Simply Strategy LLC's Simply Strategy LLC MCF Benefit Plan held $408 in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$408

Net assets (EOY)

$114

People on this filing

KARA Corches signed Simply Strategy LLC's 2024 Form 5500 as plan administrator.

KARA Corches — 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 LLC's EIN is 26-2845601.

EIN 26-2845601

Plan number 501

Plan year 2024

ACK ID 20250929134815NAL0013931168001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Simply Strategy LLC's plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score