Plan Snapshot
- Plan Sponsor: Simplifi Holdings, LLC
- Sponsor EIN: 271828514
- Sponsor Address: 128 E EXCHANGE AVE, FORT WORTH, TX, 76164
- Plan Type: 401(k)
- Total Participants: 623
- Total Assets: $60.2M
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. |
|---|---|---|---|---|
| 2024 | 623 | $60.2M | $3.6M | $6.1M |
| 2023 | 580 | $45.5M | $3.5M | $5.5M |
| 2022 | 571 | $31.1M | $3.0M | $4.7M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2024 | $30,066 | $21,184 | $600 | — | — |
| 2023 | $10,591 | $11,949 | — | — | — |
| 2022 | $4,860 | $5,635 | — | — | — |