How big is The Simple Foundation's plan?

The Simple Foundation's plan reported $248K in assets and 7 participants for 2024.

Original filing (PDF)20250924133927NAL0008216976001

The Simple Foundation

Name: The Simple Foundation — Form 5500 (2024)
Creator: The Simple Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

403(b) retirement plan · The Simple Foundation held $248K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$248K

Net assets (EOY)

$248K

People on this filing

Osuman Issaka signed The Simple Foundation's 2024 Form 5500 as plan administrator.

Osuman Issaka — 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

The Simple Foundation's EIN is 46-5272775.

EIN 46-5272775

Plan number 001

Plan year 2024

ACK ID 20250924133927NAL0008216976001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Simple Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Simple Foundation's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE SIMPLE FOUNDATION.

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

THE SIMPLE FOUNDATION

EIN

all filings

Address

1111 N 13TH STREET, SUITE 400 · OMAHA, NE · 68102

Phone

(402) 689-2814

Industry

Other Services (ex. Public Admin)

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

2025-09-24

Pension benefit codes

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

Hospice and Palliative Care Association of New York State

Tax Deferred Annuity Plan of Hospice and Palliative Care Association of New York State

$248K · 4 participants

Dedham Community Association, Inc.

Dedham Community House 401(k) Plan

$248K · 18 participants

Games for Change, Inc.

Games for Change 403(b) Retirement Plan

$248K · 15 participants

Silicon Valley Social Venture Fund

SV2 403(b) Plan

$248K · 4 participants

Endeavor Atlanta

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.