Daniel K. Simon, a Professional Corporation 401(k) Plan

The Daniel K. Simon, a Professional Corporation 401(k) on its latest Form 5500

Daniel K. Simon, a Professional Corporation (EIN 46-5669021) reports DANIEL K. SIMON, ATTORNEY AT LAW 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $3.3M in plan assets across 4 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Daniel K. Simon, a Professional Corporation filing — schedules, fees, and providers.

Who runs the Daniel K. Simon, a Professional Corporation 401(k)?

Daniel K. Simon, a Professional Corporation’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Daniel K. Simon, a Professional CorporationHR for the recordkeeper’s name and login.

How to check your Daniel K. Simon, a Professional Corporation 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Daniel K. Simon, a Professional Corporation HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).