Samantha Duenas signed Simpleview's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simpleview's EIN is 74-3044818.
Download the official 2024 Form 5500 (PDF) for Simpleview from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simpleview's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD JONES | 43-0345811 | — | INVESTMENT/FINANCIAL ADVI | $52K | — |
| WHEELER RETIREMENT PLANS LLC | 93-2382566 | — |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $8K |
| — |
