Back to filter
Original filing (PDF)20250827120007NAL0004962643001
SIMMONS LAW, PC
Form 5500-SF
FILING_RECEIVED
SIMMONS LAW, PC 401(K) PLAN
401(k) retirement plan
Active participants
2
Accounts w/ balance
3
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMMONS LAW, PC.
Plan sponsor
Name
SIMMONS LAW, PC
EIN
85-1433809
Address
2270 NW AVIATION DR., STE 4 · ROSEBURG, OR · 97470
Phone
(541) 817-3792
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
BROWNELL LANDRIGAN, PLLC
BROWNELL LANDRIGAN, PLLC 401(K) PLAN
$2.0M · 9 participants
GUZMAN LAW GROUP, APC
GUZMAN LAW GROUP, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN
$2.0M · 13 participants
BENNETT LEGAL GROUP, P.A.
BENNETT LEGAL GROUP, P. A. 401(K) PROFIT SHARING PLAN
$2.0M · 6 participants
WARNER LAW OFFICES, INC.
WARNER LAW OFFICES, INC. 401(K) PROFIT SHARING PLAN
$2.0M · 13 participants
WEINER, MANTELL FORNES, PC
WEINER, MANTELL & FORNES, P.C. 401(K) PROFIT SHARING PLAN
$2.0M · 5 participants
BOUDWIN ROSS ROY LEODORI PC
BRRL PC 401(K) PLAN
$2.0M · 11 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B