How big is Simon Kucher & Partners LLC's plan?

Simon Kucher & Partners LLC's plan reported $51.3M in assets and 339 participants for 2024.

Original filing (PDF)20251007132218NAL0004825777001

Simon Kucher & Partners LLC

Name: Simon Kucher & Partners LLC — Simon Kucher &, Form 5500 (2024)
Creator: Simon Kucher & Partners LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Simon Kucher & Partners 401(k) Plan

401(k) retirement plan · Simon Kucher & Partners LLC's Simon Kucher & Partners 401(k) Plan held $51.3M in plan assets for 339 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

339

Accounts w/ balance

603

Plan assets (EOY)

$51.3M

Net assets (EOY)

$51.3M

People on this filing

Melissa Bouchard signed Simon Kucher & Partners LLC's 2024 Form 5500 as plan administrator.

Melissa Bouchard — 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

Simon Kucher & Partners LLC's EIN is 04-3327903.

EIN 04-3327903

Plan number 001

Plan year 2024

ACK ID 20251007132218NAL0004825777001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simon Kucher & Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simon Kucher & Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMON KUCHER & PARTNERS LLC.

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How this plan invests

This plan

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

SIMON KUCHER & PARTNERS LLC

EIN

all filings

Address

201 WASHINGTON STREET · ONE BOSTON PLACE, SUITE 3301 · BOSTON, MA · 02108

Phone

(617) 231-4500

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$36K	—

Investments

44 direct securities· $50.4M(98% of reported assets)

Mutual Funds

$34.2M

27 holdings

Common Collective Trusts

$14.1M

5 holdings

Other securities

$2.1M

10 holdings

Common Stocks

$60K

2 holdings

					% of plan
Fidelity 500 Index Mutual Fund	Common Collective Trusts	—	—	$10.0M	19.5%
Fidelity Blue Chip Mutual Fund	Mutual Funds	—	—	$9.2M	18.0%
Vanguard Target Retirement 2050 Mutual Fund	Mutual Funds	—	—	$5.3M	10.4%
Vanguard Target Retirement 2060 Mutual Fund	Mutual Funds	—	—	$4.8M	9.4%
Vanguard Target Retirement 2055 Mutual Fund	Mutual Funds	—	—	$4.1M	8.1%
Fidelity Total Market Index Mutual Fund	Common Collective Trusts	—	—	$3.5M	6.8%
Vanguard Target Retirement 2065 Mutual Fund	Mutual Funds	—	—	$2.1M	4.1%
Vanguard Target Retirement 2045 Mutual Fund	Mutual Funds	—	—	$1.2M	2.3%
Vanguard Target Retirement 2040 Mutual Fund	Mutual Funds	—	—	$1.2M	2.3%
Fidelity International Index Mutual Fund	Mutual Funds	—	—	$1.1M	2.2%
Vanguard Target Retirement 2035 Mutual Fund	Mutual Funds	—	—	$809K	1.6%
Fidelity Extended Market Index Mutual Fund	Mutual Funds	—	—	$764K	1.5%
Fidelity Puritan Mutual Fund	Mutual Funds	—	—	$686K	1.3%
Carillon Eagle Mid Cap Growth 6 Mutual Fund	Other securities	—	—	$529K	1.0%
Columbia Large Cap Enhanced Core Fund Mutual Fund	Other securities	—	—	$511K	1.0%
Fidelity US Bond Index Mutual Fund	Mutual Funds	—	—	$459K	0.9%
Dimension Fund Advisors US Lg Cap Vai Mutual Fund	Other securities	—	—	$430K	0.8%
Fidelity International Capital Appreciation Mutual Fund	Mutual Funds	—	—	$379K	0.7%
Vanguard S&P 500 Index Fund Exchange-Traded Fund	Common Collective Trusts	—	—	$377K	0.7%
Fidelity Small Cap Value Mutual Fund	Mutual Funds	—	—	$363K	0.7%
Fidelity Real Estate Invs Mutual Fund	Mutual Funds	—	—	$336K	0.7%
Vanguard Federal Money Market Fund Money Market Fund	Mutual Funds	—	—	$312K	0.6%
American Century Mid Cap Value R6 Mutual Fund	Other securities	—	—	$261K	0.5%
Vanguard Strategic EQ Mutual Fund	Mutual Funds	—	—	$220K	0.4%
American Funds Bond Fund of Amer R6 Mutual Fund	Mutual Funds	—	—	$194K	0.4%
Fidelity Emerging Market Index Mutual Fund	Mutual Funds	—	—	$186K	0.4%
Vanguard Russell 1000 Growth Index Fund Exchange-Traded Fund	Common Collective Trusts	—	—	$180K	0.4%
Vanguard Target Retirement 2030 Mutual Fund	Mutual Funds	—	—	$101K	0.2%
maturing through 2029 $ -	Other securities	—	—	$97K	0.2%
Blackrock High Yield Bond K Mutual Fund	Other securities	—	—	$71K	0.1%
Fidelity Inflation Protected Bond Index Mutual Fund	Mutual Funds	—	—	$68K	0.1%
American Century Global Real Estate Fund R6 Mutual Fund	Other securities	—	—	$66K	0.1%
Vanguard Short-Term Investment Growth Mutual Fund	Mutual Funds	—	—	$60K	0.1%
Lululemon Athletica Inc Common Stock	Common Stocks	—	—	$57K	0.1%
Brandywine Global Opportunity Bond Is Mutual Fund	Other securities	—	—	$42K	<0.1%
John Hancock Triton Mutual Fund	Other securities	—	—	$41K	<0.1%
Vanguard Target Retirement 2070 Mutual Fund	Mutual Funds	—	—	$36K	<0.1%
Vanguard Target Retirement 2025 Mutual Fund	Mutual Funds	—	—	$35K	<0.1%
DFA Inflation Protected Securities Portfolio Mutual Fund	Mutual Funds	—	—	$35K	<0.1%
Fidelity Government Cash Reserves Money Market Fund	Mutual Funds	—	—	$34K	<0.1%
S&P 500 Depository Exchange-Traded Fund	Common Collective Trusts	—	—	$30K	<0.1%
Templeton Foreign R6 Mutual Fund	Mutual Funds	—	—	$9K	<0.1%
Victory Trivalent International Sm Cap R6 Mutual Fund	Other securities	—	—	$5K	<0.1%
Microsoft Corp NFS LLC Common Stock	Common Stocks	—	—	$2K	<0.1%