How big is Simpler Postage, Inc. DBA Easypost's plan?

Simpler Postage, Inc. DBA Easypost's plan reported $23.6M in assets and 473 participants for 2024.

Original filing (PDF)20250718093800NAL0002280560001

Simpler Postage, Inc. DBA Easypost

Name: Simpler Postage, Inc. DBA Easypost — Easypost 401(k), Form 5500 (2024)
Creator: Simpler Postage, Inc. DBA Easypost
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Easypost 401(k) Plan

401(k) retirement plan · Simpler Postage, Inc. DBA Easypost's Easypost 401(k) Plan held $23.6M in plan assets for 473 participants in 2024, with Fidelity as recordkeeper.

Active participants

473

Accounts w/ balance

418

Plan assets (EOY)

$23.6M

Net assets (EOY)

$23.6M

People on this filing

Celeste Maggard signed Simpler Postage, Inc. DBA Easypost's 2024 Form 5500 as plan administrator.

Celeste Maggard — 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

Simpler Postage, Inc. DBA Easypost's EIN is 46-1393085.

EIN 46-1393085

Plan number 001

Plan year 2024

ACK ID 20250718093800NAL0002280560001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simpler Postage, Inc. DBA Easypost from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Plan sponsor

Name

SIMPLER POSTAGE, INC. DBA EASYPOST

EIN

all filings

Address

2600 N ASHTON BLVD STE 300A · LEHI, UT · 84043

Phone

(612) 669-0849

Industry

Transportation & Warehousing

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

2025-07-18

Pension benefit codes

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)

3H · Sponsor in controlled / affiliated group

2E · Profit-sharing

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$44K	—
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$225	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

24 direct securities· $22.0M(93% of reported assets)

Mutual Funds

$17.3M

13 holdings

Common Collective Trusts

$4.4M

10 holdings

Bonds / Notes

$269K

1 holding

					% of plan
Fidelity Freedom Index 2055 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$4.2M	17.7%
Fidelity Freedom Index 2050 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$3.0M	12.5%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$2.9M	12.3%
Fidelity Freedom Index 2045 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$2.3M	9.8%
Fidelity Freedom Index 2035 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$1.8M	7.5%
Fidelity Freedom Index 2060 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$1.7M	7.4%
Fidelity Freedom Index 2040 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$1.6M	6.7%
Fidelity Freedom Index 2030 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$1.0M	4.4%
Fidelity Freedom Index 2025 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$428K	1.8%
Fidelity International Index Fund Mutual Fund	Common Collective Trusts	—	—	$408K	1.7%
Putnam Large Cap Value Fund Class R6 Mutual Fund	Mutual Funds	—	—	$404K	1.7%
Fidelity Freedom Index 2065 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$381K	1.6%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$365K	1.5%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$296K	1.3%
Fidelity Freedom Index 2020 Fund Institutional Premium Class Mutual Fund	Mutual Funds	—	—	$290K	1.2%
Participant Loans to participants, bearing interest from 7.5% to 9.5%	Bonds / Notes	—	—	$269K	1.1%
Fidelity Government Money Market Fund Class K6 Mutual Fund	Mutual Funds	—	—	$188K	0.8%
Fidelity Mid Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$101K	0.4%
Fidelity Emerging Markets Index Fund Mutual Fund	Common Collective Trusts	—	—	$98K	0.4%
Fidelity Inflation-Protected Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$89K	0.4%
PIMCO Total Return Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$81K	0.3%
Fidelity Small Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$80K	0.3%
Fidelity Real Estate Index Fund Mutual Fund	Common Collective Trusts	—	—	$21K	<0.1%
Fidelity U.S. Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$20K	<0.1%