How big is Simplicity Wealth Management LLC's plan?

Simplicity Wealth Management LLC's plan reported $75K in assets and 1 participants for 2024.

Original filing (PDF)20250723145559NAL0003608737001

Simplicity Wealth Management LLC

Name: Simplicity Wealth Management LLC — Simplicity Wealth, Form 5500 (2024)
Creator: Simplicity Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simplicity Wealth Management 401(k) Plan

401(k) retirement plan · Simplicity Wealth Management LLC's Simplicity Wealth Management 401(k) Plan held $75K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

People on this filing

Christine Centeno signed Simplicity Wealth Management LLC's 2024 Form 5500 as plan administrator.

Christine Centeno — 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

Simplicity Wealth Management LLC's EIN is 83-2678228.

EIN 83-2678228

Plan number 001

Plan year 2024

ACK ID 20250723145559NAL0003608737001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simplicity Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simplicity Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMPLICITY WEALTH MANAGEMENT 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score