How big is Simply Home, LLC's plan?

Simply Home, LLC's plan reported $1.5M in assets and 9 participants for 2024.

Original filing (PDF)20250711083745NAL0004562275001

Simply Home, LLC

Name: Simply Home, LLC — Simply Home, LLC 401(k) Profit, Form 5500 (2024)
Creator: Simply Home, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simply Home, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Simply Home, LLC's Simply Home, LLC 401(k) Profit Sharing Plan held $1.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Simply Home, LLC's EIN is 45-3165686.

EIN 45-3165686

Plan number 001

Plan year 2024

ACK ID 20250711083745NAL0004562275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simply Home, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simply Home, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

SIMPLY HOME, LLC

EIN

all filings

Address

701 KENMORE AVE, STE 200 · FREDERICKSBURG, VA · 22401

Phone

(540) 273-8889

Industry

Construction

Plan administrator