· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SIMPLICITY HEALTH, P.A. — SIMPLICITY HEALTH, P. A. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250727124850NAL0001178544001
SIMPLICITY HEALTH, P.A.
Form 5500-SF
FILING_RECEIVED
SIMPLICITY HEALTH, P. A. 401(K) PLAN
401(k) retirement plan
Active participants
30
Accounts w/ balance
49
Plan assets (EOY)
$2.6M
Net assets (EOY)
$2.6M
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SIMPLICITY HEALTH, P.A.
.
Find decision makers
Plan sponsor
Name
SIMPLICITY HEALTH, P.A.
EIN
82-3443585
Address
3290 42ND AVE SOUTH · SUITE 100 · ST CLOUD, MN · 56301
Phone
(320) 227-5000
Industry
Offices of Physicians
· Health Care & Social Assistance
see 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
2025-07-27
Pension benefit codes
2A · Age/service weighted or new comparability
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)
2S · Automatic enrollment
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Offices of Physicians plans
SIERRA VIEW NEPHROLOGY, INC.
SIERRA VIEW NEPHROLOGY, INC. CASH BALANCE PLAN AND TRUST
$2.6M · 7 participants
SPORTS MEDICINE CLINIC OF NORTH TEXAS, INC
SPORTS MEDICINE CLINIC OF NORTH TEXAS 401(K) PLAN
$2.6M · 9 participants
FOOTHILLS PAIN MANAGEMENT CLINIC
FOOTHILLS PAIN MANAGEMENT CLINIC 401(K) P/S PLAN
$2.6M · 30 participants
INLAND PEDIATRICS, INC.
INLAND PEDIATRICS, INC. DEFINED BENEFIT PENSION PLAN
$2.6M · 4 participants
MENDOCINO COAST CLINICS, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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.
MENDOCINO COAST CLINICS, INC. RETIREMENT PLAN
$2.6M · 129 participants
NICHOLAS R. BASTIAMPILLAI D.O.
NICHOLAS R. BASTIAMPILLAI D. O. 401(K) PROFIT SHARING PLAN
$2.6M · 5 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B
