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Original filing (PDF)20251014054438NAL0001039459001
SIMPLEVIEW
Form 5500
FILING_RECEIVED
SIMPLEVIEW 401(K) PLAN
401(k) retirement plan
Active participants
326
Accounts w/ balance
351
Plan assets (EOY)
$22.5M
Net assets (EOY)
$22.5M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMPLEVIEW.
Plan sponsor
Name
SIMPLEVIEW
EIN
74-3044818
Address
8950 N ORACLE RD · TUCSON, AZ · 85704
Phone
(520) 575-1151
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
R&A CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI | $52K | — |
| WHEELER RETIREMENT PLANS LLC | 93-2382566 | — | INVESTMENT/FINANCIAL ADVI | $8K | — |
Investments
32 direct securities · 1 pooled fund· $22.3M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Registered Investment Companies
$22.0M
32 holdings
Common Collective Trust
$264K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $4.8M | 21.5% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $4.0M | 17.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.8M | 7.8% | |
| PIONEER FUNDAMENTAL GROWTH K | Registered Investment Companies | — | — | $1.6M | 7.3% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $1.5M | 6.8% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $898K | 4.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $870K | 3.9% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $866K | 3.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $865K | 3.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $859K | 3.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $454K | 2.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $452K | 2.0% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $430K | 1.9% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $423K | 1.9% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $335K | 1.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $325K | 1.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $323K | 1.4% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $282K | 1.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $264K | 1.2% | |
| AMC REAL ESTATE FUND - R6 | Registered Investment Companies | — | — | $237K | 1.0% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $154K | 0.7% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $140K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $113K | 0.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $75K | 0.3% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $54K | 0.2% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $35K | 0.2% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $25K | 0.1% | |
| T ROWE PRICE SMALL CAP VALUE I | Registered Investment Companies | — | — | $15K | <0.1% | |
| DFA COMMODITY STRAT PORT INST | Registered Investment Companies | — | — | $13K | <0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $12K | <0.1% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $10K | <0.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $8K | <0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $6K | <0.1% |
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