How big is Simply Smart Holdings, LLC's plan?

Simply Smart Holdings, LLC's plan reported $312K in assets and 6 participants for 2024.

Original filing (PDF)20251009171622NAL0007377041001

Simply Smart Holdings, LLC

Name: Simply Smart Holdings, LLC — Simply Smart Holdings, Form 5500 (2024)
Creator: Simply Smart Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simply Smart Holdings, LLC 401(k) Plan

401(k) retirement plan · Simply Smart Holdings, LLC's Simply Smart Holdings, LLC 401(k) Plan held $312K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$312K

Net assets (EOY)

$312K

People on this filing

Richard Tatum signed Simply Smart Holdings, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Simply Smart Holdings, LLC's EIN is 84-2664777.

EIN 84-2664777

Plan number 001

Plan year 2024

ACK ID 20251009171622NAL0007377041001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simply Smart Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMPLY SMART HOLDINGS, 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