How big is Drake Simpson Core LLC's plan?

Drake Simpson Core LLC's plan reported $5.5M in assets and 36 participants for 2024.

Original filing (PDF)20250714074416NAL0000772177001

Drake Simpson Core LLC

Name: Drake Simpson Core LLC — McGill Junge Wealth, Form 5500 (2024)
Creator: Drake Simpson Core LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McGill Junge Wealth Management 401(k) Plan

401(k) retirement plan · Drake Simpson Core LLC's McGill Junge Wealth Management 401(k) Plan held $5.5M in plan assets for 36 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

Plan identifiers

Drake Simpson Core LLC's EIN is 85-1296895.

EIN 85-1296895

Plan number 001

Plan year 2024

ACK ID 20250714074416NAL0000772177001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Drake Simpson Core LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DRAKE SIMPSON CORE 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

Knocking points off