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Original filing (PDF)20250710152557NAL0015406866001
SIMFLO, LLC
Form 5500
FILING_RECEIVED
SIMFLO, LLC EMPLOYEE PROFIT SHARING PLAN
Defined-contribution retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
121
Accounts w/ balance
132
Plan assets (EOY)
$7.9M
Net assets (EOY)
$7.9M
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMFLO, LLC.
Plan sponsor
Name
SIMFLO, LLC
EIN
75-2853292
Address
P.O. BOX 230 · LUBBOCK, TX · 79408
Phone
(806) 747-3411
Industry
Manufacturingsee all
Plan administrator
Name
TRUSTEES
EIN
46-4384897
City
LUBBOCK, TX
Phone
(806) 747-3411
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2024-09-30
Filed
2025-07-10
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RBMS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST CORPORATION | 36-2723087 | CHICAGO, IL | INVESTMENT MANAGER | $39K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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