How big is Simplify Wealth LLC's plan?

Simplify Wealth LLC's plan reported $2.3M in assets and 26 participants for 2025.

Original filing (PDF)20260504213208NAL0000291217001

Simplify Wealth LLC

Name: Simplify Wealth LLC — Simplify Wealth LLC 401(k), Form 5500 (2025)
Creator: Simplify Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simplify Wealth LLC 401(k) Plan

401(k) retirement plan · Simplify Wealth LLC's Simplify Wealth LLC 401(k) Plan held $2.3M in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Jared Porter signed Simplify Wealth LLC's 2025 Form 5500 as plan administrator.

Jared Porter — 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

Simplify Wealth LLC's EIN is 47-2985836.

EIN 47-2985836

Plan number 001

Plan year 2025

ACK ID 20260504213208NAL0000291217001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Simplify Wealth LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 SIMPLIFY WEALTH 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