Richard Tatum signed Simple Management Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Simple Management Group Inc.'s EIN is 85-3924667.
Download the official 2024 Form 5500 (PDF) for Simple Management Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Simple Management Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VESTWELL | 81-3062212 | NEW YORK, NY | RECORDKEEPER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY US BOND INDEX FUND | Common Collective Trusts | — | — | $415K | 12.9% | |
| WILMINGTON TRUST LARGE CAP GROWTH FUND II CL R1 | Other securities | — | — | $399K | 12.4% | |
| MFS INTERNATIONAL DIVERSIFIATION FUND CL | Mutual Funds | — | — | $386K | 12.0% | |
| FIDELITY 500 INDEX INSTITUTIONAL PREM | Common Collective Trusts | — | — | $296K | 9.2% | |
| SEI TRUST COMPANY NUVEEN LIFECYCLE INDEX 2045 CLASS R | Mutual Funds | — | — | $282K | 8.7% | |
| FIDELITY U.S. SUSTAINABILITY INDEX | Mutual Funds | — | — | $217K | 6.7% | |
| GREAT GRAY TRUST STABLE VALUE CL R1 | Stable Value | — | — | $187K | 5.8% | |
| JP MORGAN EQUITY INCOME R6 | Other securities | — | — | $161K | 5.0% | |
| SEI TRUST COMPANY NUVEEN LIFECYCLE INDEX 2060 CLASS R | Mutual Funds | — | — | $160K | 5.0% | |
| SEI TRUST COMPANY NUVEEN LIFECYCLE INDEX 2050 CLASS R | Mutual Funds | — | — | $140K | 4.3% | |
| SEI TRUST COMPANY NUVEEN LIFECYCLE INDEX 2055 CLASS R | Mutual Funds | — | — | $113K | 3.5% | |
| FIDELITY MID CAP INDEX INSTL PREM | Mutual Funds | — | — | $96K | 3.0% | |
| GREAT GRAY TRUST CLEARBRIDGE SMALL CAP GROWTH CIT CL R | Common Collective Trusts | — | — | $74K | 2.3% | |
| SEI TRUST COMPANY NUVEEN LIFECYCLE INDEX 2035 CLASS R | Mutual Funds | — | — | $53K | 1.7% | |
| SEI TRUST COMPANY NUVEEN LIFECYCLE INDEX 2065 CLASS R | Mutual Funds | — | — | $41K | 1.3% | |
| FRANKLIN SMALL CAP VALUE GG TRUST CIT | Common Collective Trusts | — | — | $25K | 0.8% | |
| VESTWELL CASH ACCOUNT | Cash / Money Market | — | — | $24K | 0.7% | |
| GREAT GRAY TRUST CLASS R GREAT GRAY TRUST MID CAP GROWTH FUND R1 | Other securities | — | — | $19K | 0.6% | |
| SEI TRUST COMPANY NUVEEN LIFECYCLE INDEX 2040 CLASS R | Mutual Funds | — | — | $10K | 0.3% | |
| SEI TRUST COMPANY NUVEEN LIFECYCLE INDEX 2025 CLASS R | Mutual Funds | — | — | $2K | <0.1% | |
| BLACKROCK LIFEPATH IDX 2065 FUND CL GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126295 / PN 598 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CLEARBRIDGE SMALL CAP GROWTH CIT CL GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065336 / PN 434 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126289 / PN 594 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH FUND II FEE CLASS GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139848 / PN 345 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP GROWTH FUND R1 SHARES GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126247 / PN 549 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MID CAP VALUE FUND FEE CLASS I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139852 / PN 630 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STABLE VALUE CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 85-4031707 / PN 653 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WESTERN ASSET CORE PLUS BOND CL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-4391232 / PN 374 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
