Original filing (PDF)20250131144311NAL0004259040001

Simpleship Holdings, LLC

Name: Simpleship Holdings, LLC — Streamline CXO Retirement, Form 5500 (2024)
Creator: Simpleship Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Streamline CXO Retirement Plan

401(k) retirement plan · Simpleship Holdings, LLC's Streamline CXO Retirement Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Joseph C. Daniel, Jr. signed Simpleship Holdings, LLC's 2024 Form 5500 as plan administrator.

Joseph C. Daniel, Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Simpleship Holdings, LLC's EIN is 81-1187161.

EIN 81-1187161

Plan number 001

Plan year 2024

ACK ID 20250131144311NAL0004259040001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Simpleship Holdings, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMPLESHIP HOLDINGS, LLC.

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Plan health score

Top-tier plan health

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

SIMPLESHIP HOLDINGS, LLC

EIN

all filings

Address

3125 INDEPENDENCE DRIVE · SUITE 101 · BIRMINGHAM, AL · 35209

Phone

(205) 936-9457

Industry

Transportation & Warehousing

Plan administrator

Name

STREAMLINE CXO

EIN

45-2918414

City

BIRMINGHAM, AL

Phone

(205) 870-1414

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-04-30

Filed

2025-01-31

Pension benefit codes

2F · ERISA section 404(c)

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

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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