Original filing (PDF)20250306152803NAL0016462480001

SIMPLIFYA HOLDINGS, INC.

Name: SIMPLIFYA HOLDINGS, INC. — SIMPLIFYA 401(K) PLAN, Form 5500 (2024)
Creator: SIMPLIFYA HOLDINGS, INC.

Form 5500-SF

FILING_RECEIVED

SIMPLIFYA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$353K

Net assets (EOY)

$353K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMPLIFYA HOLDINGS, INC..

Plan sponsor

Name

SIMPLIFYA HOLDINGS, INC.

EIN

87-1463596

Address

7830 WEST ALAMEDA AVENUE · SUITE 103-306 · LAKEWOOD, CO · 80226

Phone

(877) 464-8398

Industry

All Other Professional Services· 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

2025-03-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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