How big is Simmons & Associates, LLC's plan?

Simmons & Associates, LLC's plan reported $2.0M in assets and 215 participants for 2024.

Original filing (PDF)20250407095244NAL0030981122001

Simmons & Associates, LLC

Name: Simmons & Associates, LLC — Simmons & Associates, Form 5500 (2024)
Creator: Simmons & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simmons & Associates 401(k) Plan

401(k) retirement plan · Simmons & Associates, LLC's Simmons & Associates 401(k) Plan held $2.0M in plan assets for 215 participants in 2024.

Signals · 1

No auditor on file

Active participants

215

Accounts w/ balance

121

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Simmons & Associates, LLC's EIN is 82-4381983.

EIN 82-4381983

Plan number 001

Plan year 2024

ACK ID 20250407095244NAL0030981122001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Simmons & Associates, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score