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SIMPSON & SIMPSON MANAGEMENT CONSULTING, INC — SIMPSON & SIMPSON MANAGEMENT CONSULTING, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250721110401NAL0001106113001
SIMPSON & SIMPSON MANAGEMENT CONSULTING, INC
Form 5500-SF
FILING_RECEIVED
SIMPSON & SIMPSON MANAGEMENT CONSULTING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
100
Accounts w/ balance
65
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
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
SIMPSON & SIMPSON MANAGEMENT CONSULTING, INC
.
Find decision makers
Plan sponsor
Name
SIMPSON & SIMPSON MANAGEMENT CONSULTING, INC
EIN
95-4846521
Address
718 S. DATE AVE., STE. A · ALHAMBRA, CA · 91803
Phone
(626) 282-4000
Industry
Professional & Technical Services
see 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
2025-07-21
Pension benefit codes
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
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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INTEGRATED PROGRAM SOLUTIONS
INTEGRATED PROGRAM SOLUTIONS 401(K) RETIREMENT PLAN
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Knocking points off
No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
65% balance-to-active ratio — below typical for a healthy 401(k).
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.
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SURGERE, INC.
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