How big is Wealthsimple US, Ltd.'s plan?

Wealthsimple US, Ltd.'s plan reported $1.5M in assets and 23 participants for 2024.

Original filing (PDF)20251030100403NAL0001893505001

Wealthsimple US, Ltd.

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

Form 5500-SF

FILING_RECEIVED

Wealthsimple 401(k) Plan

401(k) retirement plan · Wealthsimple US, Ltd.'s Wealthsimple 401(k) Plan held $1.5M in plan assets for 23 participants in 2024.

Signals · 1

Late filing · 47.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Brett Huneycutt signed Wealthsimple US, Ltd.'s 2024 Form 5500 as plan administrator.

Brett Huneycutt — 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

Wealthsimple US, Ltd.'s EIN is 81-4173465.

EIN 81-4173465

Plan number 001

Plan year 2024

ACK ID 20251030100403NAL0001893505001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealthsimple US, Ltd.'s plan includes profit-sharing, 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 WEALTHSIMPLE US, LTD..

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off