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Original filing (PDF)20251003144724NAL0000920739001
SIMPSON DOOR COMPANY
Form 5500
FILING_RECEIVED
SIMPSON EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Active participants
250
Accounts w/ balance
571
Plan assets (EOY)
$83.4M
Net assets (EOY)
$83.4M
How this plan invests
This plan
24 pooled trusts
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMPSON DOOR COMPANY.
Plan sponsor
Name
SIMPSON DOOR COMPANY
EIN
91-1940130
Address
400 WEST SIMPSON AVE · MCCLEARY, WA · 98557
Phone
(360) 495-2075
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEKUBECA,PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $55K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 20-8764829 | — | INVESTMENT ADVISOR | $55K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEKUBECKA PLLC | — | ADDISON, TX | OTHER | $10K | — |
Investments
22 direct securities · 24 pooled funds· $83.4M(100% of reported assets)
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.
Uncategorized
$45.8M
22 holdings
Common Collective Trust
$37.6M
24 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BTC EQUITY INDEX M BLACKROCK · EIN 45-4365907 / PN 001 | Common Collective Trust | — | — | $17.4M | 20.9% | |
| New York Life Ins Guar Int Account Guaranteed Interest Account | — | — | — | $9.2M | 11.0% | |
| Fid Lg Cap Gr Idx Mutual Fund | — | — | — | $8.3M | 10.0% | |
| Br Adv Sc Core Inst Mutual Fund | — | — | — | $6.3M | 7.5% | |
| Fid Lg Cap Val Idx Mutual Fund | — | — | — | $4.9M | 5.8% | |
| FID FRDM BLND 2030 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $4.1M | 4.9% | |
| Is Us Agg Bd Idx Is Mutual Fund | — | — | — | $4.0M | 4.8% | |
| Af Us Govt Mm R6 Interest Bearing Cash | — | — | — | $3.8M | 4.6% | |
| FID FRDM BLND 2025 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $3.1M | 3.7% | |
| FID FRDM BLND 2015 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $2.9M | 3.5% | |
| Mfs Intl Intr Val R6 Mutual Fund | — | — | — | $2.6M | 3.1% | |
| FID FRDM BLND 2035 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $2.5M | 3.0% | |
| Pimco Income I2 Mutual Fund | — | — | — | $2.0M | 2.4% | |
| Is R2000 Sm-Cap Is Mutual Fund | — | — | — | $1.9M | 2.3% | |
| FID FRDM BLND 2040 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $1.9M | 2.3% | |
| FID FRDM BLND 2020 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $1.6M | 1.9% | |
| FID FRDM BLND 2045 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $1.4M | 1.6% | |
| FID FRDM BLND 2050 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $1.0M | 1.2% | |
| FID FRDM BLND 2055 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $961K | 1.2% | |
| Pif Cap Apprec Inst Mutual Fund | — | — | — | $754K | 0.9% | |
| FID FRDM BLND 2060 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $577K | 0.7% | |
| Notes receivable from participants Bearing interest at 4.25%-9.50% - | — | — | — | $533K | 0.6% | |
| Jpm Mid Cap Eq R5 Mutual Fund | — | — | — | $531K | 0.6% | |
| Is Msci Eafe Intl Is Mutual Fund | — | — | — | $261K | 0.3% | |
| C&S Inst Realty Shs Mutual Fund | — | — | — | $233K | 0.3% | |
| Af Infl Linked Bd R6 Mutual Fund | — | — | — | $187K | 0.2% | |
| Gqg Ptn Em Mkt Eq I Mutual Fund | — | — | — | $162K | 0.2% | |
| FID FRDM BLND 2065 G FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $134K | 0.2% | |
| Pim Intl Bd Us$H I Mutual Fund | — | — | — | $95K | 0.1% | |
| Self Directed Brokerage Interest Bearing Cash | — | — | — | $36K | <0.1% | |
| Self Directed Brokerage Mutual Fund | — | — | — | $5K | <0.1% | |
| Conversion Account Mutual Fund | — | — | — | $2K | <0.1% | |
| Self Directed Brokerage Interest Bearing Cash | — | — | — | $1K | <0.1% | |
| Fid Govt Mmkt Interest Bearing Cash ** 11 * Self Directed Brokerage Common Stock | — | — | — | $1K | <0.1% | |
| STATE STREET TRGT RETIRE 2030 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 270 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE 2035 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 271 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE 2040 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 272 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE 2045 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 273 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE 2050 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 274 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE 2055 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 423 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE 2060 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 420 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE 2065 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 421 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE 2020 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 268 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE 2025 NL SE STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 269 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK EQUITY INDEX FUND M BLACKROCK FUNDS · EIN 45-4365907 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE STREET TRGT RETIRE INCOME NL STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 265 | Common Collective Trust | — | — | $0 | <0.1% |
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