AUMdb

Simplisafe 401(k) Plan

Sponsored by Simplisafe, Inc. · EIN 205367003 · Plan #001

Total assets
$55.3M
Net assets
$55.3M
Active participants
1,145
With balances
1,031

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Hays Financial Group, Llc CRD 306877 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $122,808
The Hays Financial Group, Llc Investment advisory (plan) $45,658
Empower Advisory Group, Llc Investment management $18,853