Simon, O'BRIEN and Knapp, P.C. 401(k) Plan

The Simon, O'BRIEN and Knapp, P.C. 401(k) on its latest Form 5500

Simon, O'BRIEN and Knapp, P.C. (EIN 22-1981785) reports SIMON, O'BRIEN AND KNAPP, P.C. PROFIT SHARING PLAN on its most recent Form 5500, with $1.4M in plan assets across 5 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, O'BRIEN and Knapp, P.C. filing — schedules, fees, and providers.

Who runs the Simon, O'BRIEN and Knapp, P.C. 401(k)?

Simon, O'BRIEN and Knapp, 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, O'BRIEN and Knapp, P.C.HR for the recordkeeper’s name and login.

How to check your Simon, O'BRIEN and Knapp, P.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Simon, O'BRIEN and Knapp, 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).