What public Form 5500 filings show about the Simona America Group Inc. 401(k) plan — and how to find and check your own account.
Simona America Group Inc. (EIN 13-4269250) reports SIMONA AMERICA GROUP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $23.3M in plan assets across 352 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 Simona America Group Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Simona America Group Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RITHOLTZ WEALTH MANAGEMENT.
