· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SIMPSON INSURANCE SERVICES, INC. — SIMPSON INSURANCE SERVICES, INC 401K PS PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250815110100NAL0030049794001
SIMPSON INSURANCE SERVICES, INC.
Form 5500-SF
FILING_RECEIVED
SIMPSON INSURANCE SERVICES, INC 401K PS PLAN
401(k) retirement plan
Active participants
3
Accounts w/ balance
5
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SIMPSON INSURANCE SERVICES, INC.
.
Find decision makers
Plan sponsor
Name
SIMPSON INSURANCE SERVICES, INC.
EIN
54-1685703
Address
46 SIMPSON RD · PROSPECT, VA · 23960
Phone
(434) 395-8523
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
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
2025-08-15
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
PARAMOUNT TITLE AGENCY, LLC
PARAMOUNT TITLE 401K
$2.3M · 20 participants
JOHN ALSOP INSURANCE AGENCY
JOHN ALSOP INSURANCE AGENCY 401(K) P/S PLAN
$2.3M · 35 participants
MMM ASSOCIATES
MMM 401(K) PLAN
$2.3M · 6 participants
RTEA CORP.,
MUTUAL UNDERWRITERS 401(K) PLAN
$2.3M · 19 participants
RBL ASSOCIATES, INC.
RBL ASSOCIATES, INC. 401(K) PLAN
$2.3M · 7 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
EWING, BLACKWELDER & DUCE INSURANCE, INC.
EWING, BLACKWELDER & DUCE INSURANCE, INC. 401(K) PLAN
$2.3M · 28 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
