Original filing (PDF)20250926150309NAL0004065683001

SIMMONS & COMPANY, A PROFESSIONAL CPA CORPORATIO

Name: SIMMONS & COMPANY, A PROFESSIONAL CPA CORPORATIO — SIMMONS & COMPANY, A PROFESSIONAL CPA CORPORATION 401(K) PLAN, Form 5500 (2024)
Creator: SIMMONS & COMPANY, A PROFESSIONAL CPA CORPORATIO

Form 5500-SF

FILING_RECEIVED

SIMMONS & COMPANY, A PROFESSIONAL CPA CORPORATION 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$964K

Net assets (EOY)

$964K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMMONS & COMPANY, A PROFESSIONAL CPA CORPORATIO.

Plan sponsor

Name

SIMMONS & COMPANY, A PROFESSIONAL CPA CORPORATIO

EIN

42-1556264all filings

Address

2494 SOUTH 1300 EAST · SALT LAKE CITY, UT · 841063156

Phone

(801) 486-2731

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator