How big is Simpson Estates Inc.'s plan?

Simpson Estates Inc.'s plan reported $3.5M in assets and 10 participants for 2025.

Original filing (PDF)20260430084005NAL0018182048001

Simpson Estates Inc.

Name: Simpson Estates Inc. — Simpson Estates, Inc. 401(k), Form 5500 (2025)
Creator: Simpson Estates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simpson Estates, Inc. 401(k) Trust

401(k) retirement plan · Simpson Estates Inc.'s Simpson Estates, Inc. 401(k) Trust held $3.5M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Jonathan B. Mellin signed Simpson Estates Inc.'s 2025 Form 5500 as plan administrator.

Jonathan B. Mellin — 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

Simpson Estates Inc.'s EIN is 36-2541394.

EIN 36-2541394

Plan number 003

Plan year 2025

ACK ID 20260430084005NAL0018182048001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Simpson Estates Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Simpson Estates Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score