· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SIMMONS & WOOD, INC. — SIMMONS & WOOD, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250924130232NAL0017132210001
SIMMONS & WOOD, INC.
Form 5500-SF
FILING_RECEIVED
SIMMONS & WOOD, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
15
Plan assets (EOY)
$4.4M
Net assets (EOY)
$4.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SIMMONS & WOOD, INC.
.
Find decision makers
Plan sponsor
Name
SIMMONS & WOOD, INC.
EIN
95-2691955
Address
8737 WINTERGARDENS BOULEVARD · LAKESIDE, CA · 92040
Phone
(619) 561-1318
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-09-24
Pension benefit codes
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)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Construction plans
KIRBY CONSTRUCTION COMPANY, INC.
KIRBY CONSTRUCTION COMPANY, INC. 401(K) PLAN
$4.4M · 15 participants
HEAT & FROST INSULATORS LOCAL 25 SUPPLEMENTAL UNEMPLOYMENT BENEFIT
HEAT & FROST INSULATORS LOCAL 25 SUPPLEMENTAL UNEMPLOYMENT BENEFIT FUND
$4.4M · 196 participants
MULVEY CONSTRUCTION INC
MULVEY CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST
$4.4M · 40 participants
STERLING MILLWORK, INC.
STERLING MILLWORK INC. 401(K) RETIREMENT PLAN
$4.4M · 61 participants
NORDBY CONSTRUCTION COMPANY
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NORDBY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN
$4.4M · 39 participants
GYPSUM SYSTEMS INTERIORS, LTD.
GYPSUM SYSTEMS INTERIORS, LTD 401(K) PLAN
$4.4M · 47 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
