Original filing (PDF)20250707090327NAL0008605298001

SIMMONS, FINNEY & WINFIELD, LLC

Name: SIMMONS, FINNEY & WINFIELD, LLC — SIMMONS, FINNEY & WINFIELD, LLC 401K, Form 5500 (2024)
Creator: SIMMONS, FINNEY & WINFIELD, LLC

Form 5500-SF

FILING_RECEIVED

SIMMONS, FINNEY & WINFIELD, LLC 401K

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$587K

Net assets (EOY)

$587K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SIMMONS, FINNEY & WINFIELD, LLC

EIN

83-3077485all filings

Address

1961 SW PARK PLACE · SUITE 202 · PORT SAINT LUCIE, FL · 34986

Phone

(772) 873-5900

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES

EIN

42-1484983

City

KNOXVILLE, TN

Phone

(865) 670-1844

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-07

Pension benefit codes

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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