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SIMPLIFY WEALTH LLC

EIN 47-2985836-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.3M assets
Welfare
0
Participants
30
18258 MINNETONKA BLVD, SUITE 145 - DEEPHAVEN, MN 55391763-360-1443simplify-wealth.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$2.3M - 30 part

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Retirement#001

SIMPLIFY WEALTH LLC 401(K) PLAN

401k

Assets$2.3M
Participants30
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SIMPLIFY WEALTH LLC 401(K) PLAN401k$2.3M302025
Retirement plans
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