Simpson University's EIN is 94-1339635.
Download the official 2023 Form 5500 (PDF) for Simpson University from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Simpson University's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 11-3665754 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | ADVISOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ASCENSUS AF2025TDR6 | Other securities | — | — | $858K | 18.2% | |
| ASCENSUS AF2035TDR6 | Other securities | — | — | $775K | 16.4% | |
| ASCENSUS AF2015TDR6 162 * ASCENSUS AF2020TDR6 | Other securities | — | — | $761K | 16.1% | |
| ASCENSUS AF2040TDR6 | Other securities | — | — | $535K | 11.3% | |
| ASCENSUS AF2030TDR6 | Other securities | — | — | $432K | 9.2% | |
| ASCENSUS BROCKLIQUI | Other securities | — | — | $366K | 7.8% | |
| ASCENSUS AF2045TDR6 | Other securities | — | — | $297K | 6.3% | |
| ASCENSUS AF2010TDR6 | Other securities | — | — | $224K | 4.7% | |
| ASCENSUS AF2050TDR6 | Other securities | — | — | $134K | 2.8% | |
| ASCENSUS AF55R6 | Other securities | — | — | $105K | 2.2% | |
| ASCENSUS AFWASHMUTR | Other securities | — | — | $70K | 1.5% | |
| ASCENSUS ISHK | Other securities | — | — | $27K | 0.6% | |
| ASCENSUS ISHL | Other securities | — | — | $23K | 0.5% | |
| ASCENSUS AFAMCAPR6 | Other securities | — | — | $20K | 0.4% | |
| ASCENSUS ISHK | Other securities | — | — | $18K | 0.4% | |
| ASCENSUS DLCREFXLNL | Other securities | — | — | $18K | 0.4% | |
| ASCENSUS AFINTGRINC | Other securities | — | — | $15K | 0.3% | |
| ASCENSUS AFNER6 | Other securities | — | — | $12K | 0.3% | |
| ASCENSUS AM60R6 | Other securities | — | — | $7K | 0.1% | |
| ASCENSUS AFFUNDINVR | Other securities | — | — | $2K | <0.1% |
