Tyson Townsend signed Simplified Investments' 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simplified Investments' EIN is 27-3869746.
Download the official 2022 Form 5500 (PDF) for Simplified Investments from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Simplified Investments' plan includes a default investment (QDIA), a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $28K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blackrock iShares S&P 500 Index K | Common Collective Trusts | — | — | $705K | 17.7% | |
| JP Morgan JPMorgan Large Cap Growth R3 | Other securities | — | — | $647K | 16.2% | |
| MFS Value A | Mutual Funds | — | — | $596K | 14.9% | |
| Legg Mason Western Asset Core Bond A | Other securities | — | — | $387K | 9.7% | |
| Transamerica Financial Life Ins Co Transamerica Stbl Val Core Account | Common Stocks | — | — | $272K | 6.8% | |
| PIMCO Real Return A | Mutual Funds | — | — | $192K | 4.8% | |
| Henderson Janus Henderson Global Equity Inc A | Mutual Funds | — | — | $110K | 2.8% | |
| MFS Mid Cap Value A | Mutual Funds | — | — | $103K | 2.6% | |
| Blackrock iShares MSCI Total Intl Index K | Other securities | — | — | $101K | 2.5% | |
| MFS Mid Cap Growth A | Mutual Funds | — | — | $89K | 2.2% | |
| Blackrock Small Cap Index K | Other securities | — | — | $88K | 2.2% | |
| Delaware Emerging Markets A | Other securities | — | — | $86K | 2.2% | |
| MFS International Growth A | Mutual Funds | — | — | $86K | 2.2% | |
| Blackrock High Yield Bond Inv A | Other securities | — | — | $81K | 2.0% | |
| Munder Victory Munder Intl Sm-Cp A | Other securities | — | — | $80K | 2.0% | |
| DWS Deutsche Real Estate Securities A | Other securities | — | — | $73K | 1.8% | |
| Blackrock iShares Russell Mid-Cap Index K | Other securities | — | — | $70K | 1.7% | |
| Nationwide Geneva Sm Cap Gr Fd Cl I | Other securities | — | — | $59K | 1.5% | |
| Blackrock Strategic Gl Bond Instl | Other securities | — | — | $58K | 1.4% | |
| AllSpring Special Sm Cap Value A | Other securities | — | — | $56K | 1.4% | |
| Reliance Trust Company Cash Reserve Account | Cash / Money Market | — | — | $23K | 0.6% | |
| PIMCO Commodity Real Ret Strat A | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
