How big is Simula Financial Counselling LLC's plan?

Simula Financial Counselling LLC's plan reported $303 in assets for 2025.

Original filing (PDF)20260506220951NAL0003943970079

Simula Financial Counselling LLC

Name: Simula Financial Counselling LLC — Simula Financial, Form 5500 (2025)
Creator: Simula Financial Counselling LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simula Financial 401(k) Plan

401(k) retirement plan · Simula Financial Counselling LLC's Simula Financial 401(k) Plan reported $303 in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$303

Net assets (EOY)

$303

People on this filing

Elantha Barry signed Simula Financial Counselling LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Simula Financial Counselling LLC's EIN is 37-2152413.

EIN 37-2152413

Plan number 001

Plan year 2025

ACK ID 20260506220951NAL0003943970079

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Simula Financial Counselling LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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

Helping the score