Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SIMPLY DRIVEN EXECUTIVE SEARCH, LLC
EIN 46-2452604staffing and recruitingLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
16
3077 E. 98TH STREET, SUITE 200 - INDIANAPOLIS, IN 46280317-296-3233simplydrivensearch.comLinkedIn11-50 employeesstaffing and recruiting
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 16 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SIMPLY DRIVEN EXECUTIVE SEARCH SAVINGS PLAN
401k
Assets$864K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SIMPLY DRIVEN EXECUTIVE SEARCH, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$601K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SIMPLY DRIVEN EXECUTIVE SEARCH SAVINGS PLAN | 401k | $864K | 10 | 2025 | |
| 002 | SIMPLY DRIVEN EXECUTIVE SEARCH, LLC CASH BALANCE PENSION PLAN | CashBalance | $601K | 6 | 2024 |
Retirement plans