Original filing (PDF)20240411050349NAL0000096787001

Simpler Trading LLC

Name: Simpler Trading LLC — Form 5500 (2022)
Creator: Simpler Trading LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Simpler Trading LLC

401(k) retirement plan · Simpler Trading LLC filed a Form 5500 for plan year 2022, with ADP as recordkeeper.

Signals · 2

Late filing · 4.8 moCorrective distributions issued

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Michelle Jourdan signed Simpler Trading LLC's 2022 Form 5500 as plan administrator.

Michelle Jourdan — 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

Simpler Trading LLC's EIN is 27-4897126.

EIN 27-4897126

Plan number 001

Plan year 2022

ACK ID 20240411050349NAL0000096787001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Simpler Trading LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Simpler Trading LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 4.8 months past the 10.5-month grace window.
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SIMPLER TRADING LLC

EIN

all filings

Address

8911 N CAPITAL OF TEXAS HWY · SUITE 4200 #1005 · AUSTIN, TX · 787597439

Phone

(612) 730-1351

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2024-04-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$1K	—

Investments

1 pooled fund· $0

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.