How big is Simplified Wealth Management, Inc.'s plan?

Simplified Wealth Management, Inc.'s plan reported $758K in assets and 9 participants for 2024.

Original filing (PDF)20250826120641NAL0017086466001

Simplified Wealth Management, Inc.

Name: Simplified Wealth Management, Inc. — Simplified, Form 5500 (2024)
Creator: Simplified Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simplified Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · Simplified Wealth Management, Inc.'s Simplified Wealth Management, Inc. 401(k) Plan held $758K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$758K

Net assets (EOY)

$758K

Plan identifiers

Simplified Wealth Management, Inc.'s EIN is 86-3416013.

EIN 86-3416013

Plan number 001

Plan year 2024

ACK ID 20250826120641NAL0017086466001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simplified Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simplified Wealth Management, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMPLIFIED WEALTH MANAGEMENT, INC..

Finding similar companies…

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