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Original filing (PDF)20251015202934NAL0002973667001
SIMPLEHUMAN LLC
Form 5500
FILING_RECEIVED
SIMPLEHUMAN 401(K) PLAN
401(k) retirement plan
Signals · 2
51% in single holdingNo recordkeeper disclosed
Active participants
106
Accounts w/ balance
168
Plan assets (EOY)
$25.0M
Net assets (EOY)
$25.0M
How this plan invests
This plan
13 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Group VANGUARD 500 INDEX ADM FUND" is 51% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (11 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMPLEHUMAN LLC.
Plan sponsor
Name
SIMPLEHUMAN LLC
EIN
95-4850933
Address
19850 MAGELLAN DRIVE · TORRANCE, CA · 90502
Phone
(310) 436-2250
Industry
Wholesale Tradesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HOLTHOUSE CARLIN & VAN TRIGT LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $26K | — |
| ACTUARIAL BENEFITS CORP | 20-1054428 | — | CONTRACT ADMINISTRTOR | $0 | — |
Investments
27 direct securities · 13 pooled funds· $24.4M(97% 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
$24.3M
27 holdings
Common Collective Trust
$26K
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group VANGUARD 500 INDEX ADM FUND | — | — | — | $12.5M | 50.2% | |
| American Funds Service Company RIA AM FDS 2040 TRGT DTE RIM R6 FD | — | — | — | $2.2M | 8.9% | |
| American Funds Service Company RIA AM FDS 2045 TRGT DTE RIM R6 FD | — | — | — | $1.6M | 6.6% | |
| American Funds Service Company RIA AM FDS 2055 TRGT DTE RIM R6 FD | — | — | — | $1.2M | 4.9% | |
| American Funds Service Company RIA AM FDS 2030 TRGT DTE RIM R6 FD | — | — | — | $1.2M | 4.6% | |
| Principal Life Insurance Company PRIN FIXED INC GUAR OPTION | — | — | — | $729K | 2.9% | |
| American Funds Service Company RIA AM FDS 2050 TRGT DTE RIM R6 FD | — | — | — | $658K | 2.6% | |
| Vanguard Group VANGUARD MID CAP INDEX ADM FUND | — | — | — | $526K | 2.1% | |
| American Funds Service Company RIA AM FDS 2035 TRGT DTE RIM R6 FD | — | — | — | $510K | 2.0% | |
| American Funds Service Company RIA AM FDS 2060 TRGT DTE RIM R6 FD | — | — | — | $488K | 2.0% | |
| Fidelity Investments FIDELITY ADV EQ GROWTH Z FUND | — | — | — | $416K | 1.7% | |
| Vanguard Group VANGUARD SM CAP GR IDX ADM FD | — | — | — | $320K | 1.3% | |
| Fidelity Investments FID ADV HIGH INC ADVANT I FUND | — | — | — | $304K | 1.2% | |
| Loomis Sayles LOOMIS SAYLES CORE PLS BD Y FD | — | — | — | $300K | 1.2% | |
| JP Morgan Funds JP MORGAN MID CAP GR I FUND | — | — | — | $229K | 0.9% | |
| Principal Funds Inc. PRIN SMALLCAP GROWTH I R6 FD | — | — | — | $175K | 0.7% | |
| T. Rowe Price Funds T. Rowe Price INT EQ I FD | — | — | — | $170K | 0.7% | |
| Hartford Mutual Funds HARTFORD INT'L OPP R5 FUND | — | — | — | $140K | 0.6% | |
| Participant Loans Rates Range From 4.25% to 9.50% | — | — | — | $135K | 0.5% | |
| American Funds Service Company RIA AM FDS 2065 TRGT DTE RIM R6 FD | — | — | — | $111K | 0.4% | |
| Columbia Funds COLUMBIA STRAT INCOME I3 FUND | — | — | — | $74K | 0.3% | |
| American Funds Service Company RIA AM FDS 2010 TRGT DTE RIM R6 FD 447 American Funds Service Company RIA AM FDS 2015 TRGT DTE RIM R6 FD 443 American Funds Service Company RIA AM FDS 2020 TRGT DTE RIM R6 FD | — | — | — | $62K | 0.2% | |
| Franklin Templeton Investments FRANKLIN SM CAP VALUE ADV FUND | — | — | — | $57K | 0.2% | |
| Goldman Sachs GOLDMAN SACHS FIN SQ GOV R6 FD | — | — | — | $55K | 0.2% | |
| American Century Investments AMERICAN CENTUR MID-CAP VAL R6 | — | — | — | $33K | 0.1% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $26K | 0.1% | |
| American Funds Service Company RIA AM FDS 2025 TRGT DTE RIM R6 FD | — | — | — | $22K | <0.1% | |
| Cohen & Steers COHEN & STEERS RE EST SEC Z FD | — | — | — | $16K | <0.1% | |
| PRIN LIFETIME HYB 2015 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2020 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2025 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2030CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2035 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2040 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2045 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2050 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2055 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB INC CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2060 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRIN LIFETIME HYB 2065 CIT Z20 PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $0 | <0.1% |