Original filing (PDF)20250508145343NAL0012375137001

SIMON & NEWMAN

Name: SIMON & NEWMAN — SIMON & NEWMAN 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SIMON & NEWMAN

Form 5500-SF

FILING_RECEIVED

SIMON & NEWMAN 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SIMON & NEWMAN

EIN

11-2468286all filings

Address

91-31 QUEENS BLVD. · SUTIE 411 · ELMHURST, NY · 11373

Phone

(516) 330-1974

Industry