Simplifi Holdings, LLC
Fort Worth, TX, 76164
- Plans
- 2
- Total participants
- 4,983
- Filing years
- 2024, 2023, 2022, 2021, 2020
- NAICS
- 541800
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500 | 001 | Simplifi 401(K) Profit Sharing Plan | 623 |
| 2024 | Form 5500 | 501 | Simpli.Fi Holdings, LLC Health And Welfare Plan | 627 |
| 2023 | Form 5500 | 001 | Simplifi 401(K) Profit Sharing Plan | 580 |
| 2023 | Form 5500 | 501 | Simplifi Holdings, INC. Health And Welfare Plan | 580 |
| 2022 | Form 5500 | 001 | Simplifi 401(K) Profit Sharing Plan | 571 |
| 2022 | Form 5500 | 501 | Simplifi Holdings, INC. Wrap Plan | 551 |
| 2021 | Form 5500 | 001 | Simplifi 401(K) Profit Sharing Plan | 432 |
| 2021 | Form 5500 | 501 | Simplifi Holdings, INC. Wrap Plan | 380 |
| 2020 | Form 5500 | 001 | Simplifi 401(K) Profit Sharing Plan | 320 |
| 2020 | Form 5500 | 501 | Simplifi Holdings, INC. Wrap Plan | 319 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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