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  2. BRITANY SIMON DESIGN HOUSE, LLC
Sponsor portfolio

BRITANY SIMON DESIGN HOUSE, LLC

EIN 81-2785658-Retail Trade-Latest filing 2025
Plans
2
Retirement
2
$183K assets
Welfare
0
Participants
7
7530 E MAIN ST, STE 105 - SCOTTSDALE, AZ 85251480-213-0279britanysimon.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#002CashBalance-$132K - 3 part#001401k-$52K - 4 part

Retirement portfolio analytics

2 plans aggregated / $183K assets / 7 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • CASH BALANCE PLAN (#002)72%
  • DESIGN HOUSE 401(K) (#001)28%
Total $183KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DESIGN HOUSE 401(K) (#001)4
  • CASH BALANCE PLAN (#002)3
Total 7Click 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#002

BRITANY SIMON DESIGN HOUSE CASH BALANCE PLAN

CashBalance

Assets$132K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

BRITANY SIMON DESIGN HOUSE 401(K) PLAN

401k

Assets$52K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002BRITANY SIMON DESIGN HOUSE CASH BALANCE PLANCashBalance$132K32025
001BRITANY SIMON DESIGN HOUSE 401(K) PLAN401k$52K42025
Retirement plans
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