Original filing (PDF)20250730160502NAL0004991201001

SIMPLY HOME REALTY LLC

Name: SIMPLY HOME REALTY LLC — SIMPLY HOME REALTY, LLC 401(K) PLAN, Form 5500 (2024)
Creator: SIMPLY HOME REALTY LLC

Form 5500-SF

FILING_RECEIVED

SIMPLY HOME REALTY, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SIMPLY HOME REALTY LLC

EIN

35-2519578all filings

Address

8617 MARTIN WAY E · LACEY, WA · 98516

Phone

(360) 339-7788

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

A&B SITE SERVICES LLC

A&B SITE SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

$2K · 6 participants

WNF ENTERPRISES LLC

WNF ENTERPRISES LLC 401(K) PROFIT SHARING PLAN & TRUST

$2K · 1 participants

MARKS VACATION HOMES LLC

MARKS VACATION HOMES LLC CHAMBER BENEFIT ARRANGEMENT PLAN

$2K · 1 participants

A&R ULTIMATE MANAGEMENT LLC

$2K · 4 participants

INCLINE MANAGEMENT LLC

INCLINE MANAGEMENT LLC 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.