SIMON & SIMON, P.C. 401(k) Plan
What public Form 5500 filings show about the SIMON & SIMON, P.C. 401(k) plan — and how to find and check your own account.
The SIMON & SIMON, P.C. 401(k) on its latest Form 5500
SIMON & SIMON, P.C. (EIN 27-1330426) reports SIMON & SIMON, P.C. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $3.8M in plan assets across 133 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 & SIMON, P.C. filing — schedules, fees, and providers.
Who runs the SIMON & SIMON, P.C. 401(k)?
SIMON & SIMON, P.C.’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 & SIMON, P.C.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CONNECTCARE3, INDEPENDENCE ADMINISTRATORS, ONE DIGITAL PHILADELPHIA, BENECON GROUP.
How to check your SIMON & SIMON, P.C. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SIMON & SIMON, P.C. 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).