How big is Esimplicity, Inc.'s plan?

Esimplicity, Inc.'s plan reported $12.0M in assets and 234 participants for 2024.

Original filing (PDF)20251015093507NAL0008551778001

Esimplicity, Inc.

Name: Esimplicity, Inc. — Esimplicity 401(k) Plan, Form 5500 (2024)
Creator: Esimplicity, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Esimplicity 401(k) Plan

401(k) retirement plan · Esimplicity, Inc.'s Esimplicity 401(k) Plan held $12.0M in plan assets for 234 participants in 2024, with Guideline as recordkeeper.

Signals · 3

Late participant contributionsNo ERISA fidelity bond44% in single holding

Active participants

234

Accounts w/ balance

295

Plan assets (EOY)

$12.0M

Net assets (EOY)

$12.0M

Plan identifiers

Esimplicity, Inc.'s EIN is 47-4698421.

EIN 47-4698421

Plan number 001

Plan year 2024

ACK ID 20251015093507NAL0008551778001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Esimplicity, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

36 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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 179K (4% of contributions).
No ERISA fidelity bond reported.

Plan sponsor

Name

ESIMPLICITY, INC

EIN

all filings

Address

1751 ELTON ROAD · SUITE 204 · SILVER SPRING, MD · 20903

Phone

(443) 963-9363

Industry

Professional & Technical Services

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

2 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
BENEFIT TRUST COMPANY	43-1971558	—	CUSTODIAN	$0	—

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
GUIDELINE, INC.	47-4474775	—	RECORDKEEPER	$8K	—

Investments

36 direct securities· $12.0M(100% of reported assets)

Common Collective Trusts

$11.4M

33 holdings

Mutual Funds

$349K

1 holding

Other securities

$200K

1 holding

Cash / Money Market

$33K

1 holding

					% of plan
Vanguard Total Stock Market Index Fund Admiral Shares	Common Collective Trusts	—	—	$5.3M	43.8%
Vanguard Developed Markets Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.6M	13.6%
Vanguard Total Bond Market Index Fund Admiral Shares	Common Collective Trusts	—	—	$1.5M	12.8%
Vanguard Emerging Markets Stock Index Fund Admiral Shares	Common Collective Trusts	—	—	$822K	6.9%
Vanguard Total International Bond Index Fund Admiral Shares	Common Collective Trusts	—	—	$526K	4.4%
Vanguard Real Estate Index Fund Admiral Shares	Common Collective Trusts	—	—	$440K	3.7%
Vanguard Growth Index Fund Admiral Shares	Common Collective Trusts	—	—	$423K	3.5%
Vanguard Federal Money Market Fund	Mutual Funds	—	—	$349K	2.9%
Vanguard Information Technology Index Fund Admiral Shares	Common Collective Trusts	—	—	$240K	2.0%
maturing through December 2029.	Other securities	—	—	$200K	1.7%
Vanguard 500 Index Fund Admiral Shares	Common Collective Trusts	—	—	$124K	1.0%
Vanguard Small-Cap Value Index Fund Admiral Shares	Common Collective Trusts	—	—	$122K	1.0%
Vanguard Large-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$76K	0.6%
Guideline Non-interest-bearing cash	Cash / Money Market	—	—	$33K	0.3%
Vanguard Mid-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$31K	0.3%
Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares	Common Collective Trusts	—	—	$28K	0.2%
Vanguard Dividend Appreciation Index Fund Admiral Shares	Common Collective Trusts	—	—	$20K	0.2%
Vanguard FTSE Social Index Fund Admiral Shares	Common Collective Trusts	—	—	$16K	0.1%
Vanguard Small-Cap Index Fund Admiral Shares	Common Collective Trusts	—	—	$16K	0.1%
Vanguard Health Care Index Fund Admiral Shares	Common Collective Trusts	—	—	$12K	<0.1%
Vanguard Short-Term Bond Index Fund Admiral Shares	Common Collective Trusts	—	—	$9K	<0.1%
Vanguard Small-Cap Growth Index Fund Admiral Shares	Common Collective Trusts	—	—	$9K	<0.1%
Vanguard Communication Services Index Fund Admiral Shares	Common Collective Trusts	—	—	$8K	<0.1%
Vanguard Extended Market Index Fund Admiral Shares	Common Collective Trusts	—	—	$8K	<0.1%
Vanguard Mid-Cap Growth Index Fund Admiral Shares	Common Collective Trusts	—	—	$7K	<0.1%
Vanguard European Stock Index Fund Admiral Shares	Common Collective Trusts	—	—	$6K	<0.1%
Vanguard Energy Index Fund Admiral Shares	Common Collective Trusts	—	—	$5K	<0.1%
Vanguard FTSE All-World ex-US Index Fund Admiral Shares	Common Collective Trusts	—	—	$5K	<0.1%
Vanguard Materials Index Fund Admiral Shares	Common Collective Trusts	—	—	$5K	<0.1%
Vanguard Industrials Index Fund Admiral Shares	Common Collective Trusts	—	—	$4K	<0.1%
Vanguard Financials Index Fund Admiral Shares	Common Collective Trusts	—	—	$4K	<0.1%
Vanguard Mid-Cap Value Index Fund Admiral Shares	Common Collective Trusts	—	—	$3K	<0.1%
Vanguard Total International Stock Index Fund Admiral Shares	Common Collective Trusts	—	—	$3K	<0.1%
Vanguard Pacific Stock Index Fund Admiral Shares	Common Collective Trusts	—	—	$3K	<0.1%
Vanguard International Dividend Appreciation Index Fund Admiral Shares	Common Collective Trusts	—	—	$2K	<0.1%
Vanguard Utilities Index Fund Admiral Shares	Common Collective Trusts	—	—	$2K	<0.1%