How big is Simons Architects' plan?

Simons Architects' plan reported $3.3M in assets and 16 participants for 2025.

Original filing (PDF)20260429105945NAL0016632016001

Simons Architects

Name: Simons Architects — SSA 401(k) Plan, Form 5500 (2025)
Creator: Simons Architects
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SSA 401(k) Plan

401(k) retirement plan · Simons Architects' SSA 401(k) Plan held $3.3M in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Julia TATE signed Simons Architects' 2025 Form 5500 as plan administrator.

Julia TATE — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Simons Architects' EIN is 01-0498719.

EIN 01-0498719

Plan number 001

Plan year 2025

ACK ID 20260429105945NAL0016632016001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Simons Architects from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Simons Architects' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMONS ARCHITECTS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SIMONS ARCHITECTS

EIN

all filings

Address

75 YORK STREET, STE. 4 · PORTLAND, ME · 04101

Phone

(207) 772-4656

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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