Original filing (PDF)20250915144821NAL0000755107001

SIMPLIFY., INC.

Name: SIMPLIFY., INC. — SIMPLIFY. , INC. 401(K) PLAN, Form 5500 (2024)
Creator: SIMPLIFY., INC.

Form 5500-SF

FILING_RECEIVED

SIMPLIFY. , INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMPLIFY., INC..

Plan sponsor

Name

SIMPLIFY., INC.

EIN

76-0613500

Address

300 VALLEYWOOD DR · SPRING, TX · 77380

Phone

(281) 465-6053

Industry

Information / Tech / Mediasee 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

2025-09-15

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)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Information / Tech / Media plans

SINGLE DIGITS, INC.

SINGLE DIGITS 401(K) PLAN

$12.3M · 183 participants

ASSOCIATION RESOURCE GROUP

ARG 401(K) PLAN

$12.3M · 75 participants

PORTA PHONE CO., INC.

PORTA PHONE CO., INC. PROFIT SHARING PLAN

$12.3M · 21 participants

HANSON COMMUNICATIONS, INC.

HANSON COMMUNICATIONS 401(K) PROFIT SHARING PLAN

$12.3M · 91 participants

TLD DE PUERTO RICO, INC.

RETIREMENT PLAN FOR THE EMPLOYEES OF TELEFONICA LARGA DISTANCIA

$12.2M