How big is Simpson Unlimited, Inc.'s plan?

Simpson Unlimited, Inc.'s plan reported $2.5M in assets and 134 participants for 2024.

Original filing (PDF)20250717130156NAL0000317361001

Simpson Unlimited, Inc.

Name: Simpson Unlimited, Inc. — Simpson Unlimited, Inc., Form 5500 (2024)
Creator: Simpson Unlimited, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simpson Unlimited, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Simpson Unlimited, Inc.'s Simpson Unlimited, Inc. 401(k) Profit Sharing Plan held $2.5M in plan assets for 134 participants in 2024.

Signals · 1

No auditor on file

Active participants

134

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Trisha C. Shifflett signed Simpson Unlimited, Inc.'s 2024 Form 5500 as plan administrator.

Trisha C. Shifflett — 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

Simpson Unlimited, Inc.'s EIN is 54-1771632.

EIN 54-1771632

Plan number 001

Plan year 2024

ACK ID 20250717130156NAL0000317361001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Simpson Unlimited, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score