How big is Simplify IA LLC's plan?

Simplify IA LLC's plan reported $193K in assets and 11 participants for 2025.

Original filing (PDF)20260430220729NAL0000470993061

Simplify IA LLC

Name: Simplify IA LLC — Simplify IA LLC 401(k) Plan, Form 5500 (2025)
Creator: Simplify IA LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simplify IA LLC 401(k) Plan

401(k) retirement plan · Simplify IA LLC's Simplify IA LLC 401(k) Plan held $193K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$193K

Net assets (EOY)

$193K

People on this filing

Elantha Barry signed Simplify IA LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Simplify IA LLC's EIN is 86-3066413.

EIN 86-3066413

Plan number 001

Plan year 2025

ACK ID 20260430220729NAL0000470993061

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Simplify IA LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Simplify IA 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 SIMPLIFY IA 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