What public Form 5500 filings show about the Simon Group 401(k) plan — and how to find and check your own account.
Simon Group (EIN 88-0984208) reports SIMON GROUP, LLC on its most recent Form 5500, with $52K in plan assets across 10 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 Group filing — schedules, fees, and providers.
Simon Group’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 GroupHR for the recordkeeper’s name and login.