How big is Simplify., Inc.'s plan?

Simplify., Inc.'s plan reported $12.3M in assets and 69 participants for 2024.

Original filing (PDF)20250915144821NAL0000755107001

Simplify., Inc.

Name: Simplify., Inc. — Simplify. , Inc. 401(k) Plan, Form 5500 (2024)
Creator: Simplify., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simplify. , Inc. 401(k) Plan

401(k) retirement plan · Simplify., Inc.'s Simplify. , Inc. 401(k) Plan held $12.3M in plan assets for 69 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

Plan identifiers

Simplify., Inc.'s EIN is 76-0613500.

EIN 76-0613500

Plan number 001

Plan year 2024

ACK ID 20250915144821NAL0000755107001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Simplify., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score