# Simplifi Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/simplifi-holdings-inc-401k-plan

> Simplifi Holdings, LLC's 401(k) plan: 623 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$21,184|—|$21,184|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$8,882|—|$8,882|

| FORVIS MAZARS, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,066

- **Estimated Expense Ratio:** 0.050% of plan assets

### 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|—|—|—|

## Similar Plans

- [Powerhouse Retail Services, LLC](https://planprovider.pro/companies/powerhouse-retail-services-llc-401k-plan) — 730 participants

- [Pmg Worldwide, LLC](https://planprovider.pro/companies/pmg-worldwide-llc-401k-plan) — 742 participants

- [Mntn Digital, INC.](https://planprovider.pro/companies/mntn-digital-inc-401k-plan) — 500 participants

- [Indoormedia, INC.](https://planprovider.pro/companies/indoormedia-inc-401k-plan) — 390 participants

- [Generational Equity LLC](https://planprovider.pro/companies/generational-equity-llc-401k-plan) — 321 participants

- [Clear Channel Outdoor Holdings, INC.](https://planprovider.pro/companies/clear-channel-outdoor-holdings-inc-401k-plan-001) — 1,691 participants

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

© 2026 PlanProvider.Pro