Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

ROGER B. SIMON 401(k) Plan

What public Form 5500 filings show about the ROGER B. SIMON 401(k) plan — and how to find and check your own account.

Plan assets
$636K
Participants
3
Plans on file
1

The ROGER B. SIMON 401(k) on its latest Form 5500

ROGER B. SIMON (EIN 47-2592065) reports ROGER B. SIMON RETIREMENT PLAN on its most recent Form 5500, with $636K in plan assets across 3 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 ROGER B. SIMON filing — schedules, fees, and providers.

Who runs the ROGER B. SIMON 401(k)?

ROGER B. SIMON’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 ROGER B. SIMONHR for the recordkeeper’s name and login.

How to check your ROGER B. SIMON 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask ROGER B. SIMON 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).
More on this employer: ROGER B. SIMON — all Form 5500 filings (EIN 47-2592065) · New York employer EIN lookup · Form 5500 search
ROGER B. SIMON 401(k) Plan — Form 5500