PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SIMPLIFI, INC.
Sponsor portfolio

SIMPLIFI, INC.

EIN 27-4431950-financial services-Latest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
0
Participants
9
9666 BUSINESSPARK AVE #111 - SAN DIEGO, CA 92131858-695-6600retiremeasap.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$1.3M - 5 part#002CashBalance-$279K - 4 part

Retirement portfolio analytics

2 plans aggregated / $1.6M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

82%top
  • SIMPLIFI, INC. 401(K) (#001)82%
  • CASH BALANCE PLAN (#002)18%
Total $1.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SIMPLIFI, INC. 401(K) (#001)5
  • CASH BALANCE PLAN (#002)4
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SIMPLIFI, INC. 401(K) PLAN

401k

Assets$1.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

SIMPLIFI, INC. CASH BALANCE PLAN

CashBalance

Assets$279K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001SIMPLIFI, INC. 401(K) PLAN401k$1.3M52025
002SIMPLIFI, INC. CASH BALANCE PLANCashBalance$279K42025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica