How big is Simplifi, Inc.'s plan?

Simplifi, Inc.'s plan reported $238K in assets and 4 participants for 2024.

Original filing (PDF)20250728131729NAL0001577025001

Simplifi, Inc.

Name: Simplifi, Inc. — Simplifi, Inc. Cash Balance Plan, Form 5500 (2024)
Creator: Simplifi, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simplifi, Inc. Cash Balance Plan

Defined-benefit pension plan · Simplifi, Inc.'s Simplifi, Inc. Cash Balance Plan held $238K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$238K

Net assets (EOY)

$238K

People on this filing

Eric Sigdestad signed Simplifi, Inc.'s 2024 Form 5500 as plan administrator.

Eric Sigdestad — 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

Simplifi, Inc.'s EIN is 27-4431950.

EIN 27-4431950

Plan number 002

Plan year 2024

ACK ID 20250728131729NAL0001577025001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Simplifi, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score