Sponsor portfolio
SIMPLY STRATEGY
EIN 26-2845601researchLatest filing 2025
Plans
2
Retirement
1
$351K assets
Welfare
1
Participants
13
2315 LOCUST STREET, SUITE 11 - SAINT LOUIS, MO 63103314-858-8750simplystrategy.netLinkedIn1-10 employeesresearch
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SIMPLY STRATEGY 401(K) PLAN
401k
Assets$351K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
SIMPLY STRATEGY LLC MCF BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMPLY STRATEGY 401(K) PLAN | 401k | $351K | 8 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SIMPLY STRATEGY LLC MCF BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans