# Simpleview 401(k) Plan
Source: https://planprovider.pro/companies/simpleview-401k-plan

> Simpleview's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| EDWARD JONES|INVESTMENT/FINANCIAL ADVI|$51,539|—|$51,539|

| WHEELER RETIREMENT PLANS LLC|INVESTMENT/FINANCIAL ADVI|$8,008|—|$8,008|

| ADP, INC.|RECORD KEEPER|$7,190|—|$7,190|

| R&A CPAS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $66,737

### 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|—|—|—|—|

## Similar Plans

- [Open Network Exchange INC](https://planprovider.pro/companies/open-network-exchange-inc-plan) — 324 participants

- [Russell Sigler, INC.](https://planprovider.pro/companies/russell-sigler-inc-401k-plan) — 806 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/simpleview-401k-plan)

© 2026 PlanProvider.Pro