What public Form 5500 filings show about the Simon Agency NY, Inc. 401(k) plan — and how to find and check your own account.
Simon Agency NY, Inc. (EIN 11-2535445) reports SIMON AGENCY NY, INC 401K PLAN on its most recent Form 5500, with $3.6M in plan assets across 48 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 Simon Agency NY, Inc. filing — schedules, fees, and providers.
Simon Agency NY, Inc.’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 Simon Agency NY, Inc.HR for the recordkeeper’s name and login.
