Mike Johnson signed Simpeo, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simpeo, LLC's EIN is 83-1723892.
Download the official 2024 Form 5500 (PDF) for Simpeo, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simpeo, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS | 36-6071399 | — | RECORDKEEPER | $38K | — |
| THE BENEFIT ADVANTAGE | 38-3254950 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MYWAYRETIREMENT INDEX RETIREMENT RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 066 | Pooled Separate Account | — | — | $3.1M | 22.0% | |
| MYWAYRETIREMENT INDEX 2030 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 057 | Pooled Separate Account | — | — | $1.9M | 13.7% | |
| BLACKROCK EQUITY INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 909 | Pooled Separate Account | — | — | $1.8M | 12.8% | |
| MYWAYRETIREMENT INDEX 2035 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 068 | Pooled Separate Account | — | — | $1.6M | 11.6% | |
| MYWAYRETIREMENT INDEX 2040 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 058 | Pooled Separate Account | — | — | $969K | 6.9% | |
| MYWAYRETIREMENT INDEX 2045 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 069 | Pooled Separate Account | — | — | $744K | 5.3% | |
| MYWAYRETIREMENT INDEX 2055 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 070 | Pooled Separate Account | — | — | $641K | 4.6% | |
| MYWAYRETIREMENT LARGE CAP GROWTH RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 349 | Pooled Separate Account | — | — | $400K | 2.9% | |
| MYWAYRETIREMENT LARGE CAP VALUE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 361 | Pooled Separate Account | — | — | $342K | 2.5% | |
| MYWAYRETIREMENT INDEX 2050 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 065 | Pooled Separate Account | — | — | $331K | 2.4% | |
| BLACKROCK MID CAP EQUITY INDEX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 357 | Pooled Separate Account | — | — | $241K | 1.7% | |
| MYWAYRETIREMENT INDEX 2060 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 060 | Pooled Separate Account | — | — | $231K | 1.7% | |
| MYWAYRETIREMENT INTL VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 240 | Pooled Separate Account | — | — | $187K | 1.3% | |
| Participant loans 4.25% - 9.50% - 0 - | Bonds / Notes | — | — | $184K | 1.3% | |
| MYWAYRETIREMENT SMALL CAP VALUE RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 352 | Pooled Separate Account | — | — | $177K | 1.3% | |
| BLACKROCK EAFE EQUITY INDEX RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 053 | Pooled Separate Account | — | — | $145K | 1.0% | |
| Transamerica Stable Value Core Account Group annuity contract N/A | Stable Value | — | — | $145K | 1.0% | |
| BLACKROCK RUSSELL 2000 INDEX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 054 | Pooled Separate Account | — | — | $144K | 1.0% | |
| MYWAYRETIREMENT INTERNAT GROWTH RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 354 | Pooled Separate Account | — | — | $112K | 0.8% | |
| MYWAYRETIREMENT SMALL CAP GROWTH RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 353 | Pooled Separate Account | — | — | $109K | 0.8% | |
| MYWAYRETIREMENT INDEX 2065 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 351 | Pooled Separate Account | — | — | $90K | 0.6% | |
| MYWAYRETIREMENT EMERGING MARKETS RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 436 | Pooled Separate Account | — | — | $85K | 0.6% | |
| MYWAYRETIREMENT REAL ESTATE RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 360 | Pooled Separate Account | — | — | $43K | 0.3% | |
| MYWAYRETIREMENT MID CAP VALUE RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 362 | Pooled Separate Account | — | — | $39K | 0.3% | |
| MYWAYRETIREMENT MID CAP GROWTH RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 348 | Pooled Separate Account | — | — | $38K | 0.3% | |
| BLACKROCK U.S. TIPS INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 344 | Pooled Separate Account | — | — | $35K | 0.3% | |
| MYWAYRETIREMENT MULTISECTOR BOND RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 347 | Pooled Separate Account | — | — | $33K | 0.2% | |
| MYWAYRETIREMENT GLOBAL BOND RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 359 | Pooled Separate Account | — | — | $32K | 0.2% | |
| MYWAYRETIREMENT CORE BOND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 355 | Pooled Separate Account | — | — | $26K | 0.2% | |
| BLACKROCK U.S. DEBT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 911 | Pooled Separate Account | — | — | $20K | 0.1% | |
| MYWAYRETIREMENT BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 356 | Pooled Separate Account | — | — | $13K | <0.1% | |
| MYWAYRETIREMENT COMMODITIES RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 358 | Pooled Separate Account | — | — | $2K | <0.1% | |
| MYWAYRETIREMENT INDEX 2025 RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 067 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 59-1237041 |
| — |
| INVESTMENT ADVISORY |
| $55K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVINTUS, LLC | 04-3682160 | — | PLAN ADMINISTRATOR | $16K | — |
