How big is Simply Title, LLC's plan?

Simply Title, LLC's plan reported $276K in assets and 4 participants for 2024.

Original filing (PDF)20251013132644NAL0001397761001

Simply Title, LLC

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

Form 5500-SF

FILING_RECEIVED

Simply Title, LLC Cash Balance Plan

Defined-benefit pension plan · Simply Title, LLC's Simply Title, LLC Cash Balance Plan held $276K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$276K

Net assets (EOY)

$276K

Plan identifiers

Simply Title, LLC's EIN is 84-2743672.

EIN 84-2743672

Plan number 002

Plan year 2024

ACK ID 20251013132644NAL0001397761001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Simply Title, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMPLY TITLE, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score