Back to filter
Original filing (PDF)20251015093507NAL0008551778001
ESIMPLICITY, INC
Form 5500
FILING_RECEIVED
ESIMPLICITY 401(K) PLAN
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
234
Accounts w/ balance
295
Plan assets (EOY)
$12.0M
Net assets (EOY)
$12.0M
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 (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Total Stock Market Index Fund Admiral Shares" is 44% of plan.
Helping the score
- Below-peer total fees (7 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESIMPLICITY, INC.
Plan sponsor
Name
ESIMPLICITY, INC
EIN
47-4698421
Address
1751 ELTON ROAD · SUITE 204 · SILVER SPRING, MD · 20903
Phone
(443) 963-9363
Industry
Professional & Technical Servicessee all
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)
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT TRUST COMPANY | 43-1971558 | — | CUSTODIAN | $0 | — |
Recordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $8K | — |
Investments
36 direct securities· $12.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $5.3M | 43.8% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $1.6M | 13.6% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $1.5M | 12.8% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $822K | 6.9% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $526K | 4.4% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $440K | 3.7% | |
| Vanguard Growth Index Fund Admiral Shares | — | — | — | $423K | 3.5% | |
| Vanguard Federal Money Market Fund | — | — | — | $349K | 2.9% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $240K | 2.0% | |
| maturing through December 2029. | — | — | — | $200K | 1.7% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $124K | 1.0% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | — | — | — | $122K | 1.0% | |
| Vanguard Large-Cap Index Fund Admiral Shares | — | — | — | $76K | 0.6% | |
| Guideline Non-interest-bearing cash | — | — | — | $33K | 0.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $31K | 0.3% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares | — | — | — | $28K | 0.2% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares | — | — | — | $20K | 0.2% | |
| Vanguard FTSE Social Index Fund Admiral Shares | — | — | — | $16K | 0.1% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $16K | 0.1% | |
| Vanguard Health Care Index Fund Admiral Shares | — | — | — | $12K | <0.1% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | — | — | — | $9K | <0.1% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $9K | <0.1% | |
| Vanguard Communication Services Index Fund Admiral Shares | — | — | — | $8K | <0.1% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $8K | <0.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | — | $7K | <0.1% | |
| Vanguard European Stock Index Fund Admiral Shares | — | — | — | $6K | <0.1% | |
| Vanguard Energy Index Fund Admiral Shares | — | — | — | $5K | <0.1% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral Shares | — | — | — | $5K | <0.1% | |
| Vanguard Materials Index Fund Admiral Shares | — | — | — | $5K | <0.1% | |
| Vanguard Industrials Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Vanguard Financials Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $3K | <0.1% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $3K | <0.1% | |
| Vanguard Pacific Stock Index Fund Admiral Shares | — | — | — | $3K | <0.1% | |
| Vanguard International Dividend Appreciation Index Fund Admiral Shares | — | — | — | $2K | <0.1% | |
| Vanguard Utilities Index Fund Admiral Shares | — | — | — | $2K | <0.1% |
Related plans
Other plans using GUIDELINE, INC.
ANDURIL INDUSTRIES INC
ANDURIL INDUSTRIES 401(K) PLAN
$123.9M · 3,864 participants
RIPPLING
RIPPLING 401(K) PLAN
$76.6M · 2,289 participants
REMOTE TECHNOLOGY SERVICES INC.
REMOTE TECHNOLOGY 401(K) PLAN
$50.0M · 1,396 participants
APPLIED INTUITION, INC.
APPLIED INTUITION 401(K) PLAN
$42.0M · 595 participants
GUIDELINE, INC.
GUIDELINE 401(K) PLAN
$35.2M · 398 participants
SCALE AI, INC.
SCALE AI 401(K) PLAN
$34.3M · 918 participants
Similar-size Professional & Technical Services plans
EHIRE, LLC
COLLECTIVE INSIGHTS 401(K) PLAN
$12.0M · 106 participants
DEWOLFF, BOBERG & ASSOCIATES
DEWOLFF, BOBERG & ASSOCIATES EMPLOYEES' SAVINGS PLAN
$12.0M · 86 participants
R AND D STRATEGIC SOLUTIONS, LLC
R AND D 401(K) PLAN
$12.0M · 13 participants
TP&L MANAGEMENT, LLC
TP&L MANAGEMENT, LLC 401(K) PLAN
$12.0M · 1,093 participants
CRITICAL PROJECT SERVICES, LLC
CRITICAL PROJECT SERVICES, LLC RETIREMENT SAVINGS PLAN
$12.0M · 259 participants
PFS CORPORATION
PFS CORPORATION 401(K) PROFIT SHARING PLAN
$12.0M · 87 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B