Plan profile · 2023
SIMPEO, LLC
SIMPEO 401(K) PLAN · –
Sponsor contact
Address1914 4TH AVENUE NORTH, BIRMINGHAM
State / ZIPAL 35203
Phone2056357437
EIN / Plan #831723892 / 001
Plan health
Assets (EOY)$19M
Participants1,150
Avg balance$16k
Employer contrib$473k
Distributions$2M
Red flags
Delinquent contribs$211k
Fidelity bond$500k
Bond adequate?yes
AuditorCORRIGAN KRAUSE CPA'S
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| RAYMOND JAMES AND ASSOCIATES | 591237041 | $47k |