P 401(k) Plan Report

Stable plan record

SIMPLIFY WEALTH LLC 401(K) PLAN

Sponsored by SIMPLIFY WEALTH LLC · EIN/PN 472985836-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$4,660
Administrative cost per participant
2025
$348
Active participants
2025
26
Total plan assets
2025
$2,276,229
Participant loans as a share of assets
2025
0.2%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260504213208NAL000029121700126$4,660
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.