Plan Snapshot
- Plan Sponsor: Simpleview
- Sponsor EIN: 743044818
- Sponsor Address: 8950 N ORACLE RD, TUCSON, AZ, 85704
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 326 | $22.5M | $773,599 | $1.9M |
| 2023 | 335 | $19.9M | $793,608 | $1.9M |
| 2022 | 375 | $14.4M | $638,253 | $1.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| R&A CPAS | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2025 | $4,177 | $3,982 | — | — | — |
| 2024 | $66,738 | $59,547 | — | — | — |
| 2023 | $44,007 | $39,340 | — | — | — |
| 2022 | $38,783 | — | — | — | — |