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  2. Simplicity Wealth Management LLC

Filings through Oct 24, 2026.

Simplicity Wealth Management LLC

EIN 83-2678228-financial services-Latest filing 2025
Plans
1
Retirement
1
$128K assets
Health & Benefits
0
Participants
2
2400 OLD BRICK RD, SUITE C35 - GLEN ALLEN, VA 23060804-286-4910simplicitywm.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$128K - 2 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

SIMPLICITY WEALTH MANAGEMENT 401(K) PLAN

401(k)

Assets$128K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001SIMPLICITY WEALTH MANAGEMENT 401(K) PLAN401(k)$128K22025
  • SIMPLICITY WEALTH MANAGEMENT 401(K) PLAN$128K
    #001 · 401(k) · 20252
Retirement plans
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