How big is Friedman & Simon, LLP's plan?

Friedman & Simon, LLP's plan reported $2.4M in assets and 15 participants for 2025.

Original filing (PDF)20260505095320NAL0000614883001

Friedman & Simon, LLP

Name: Friedman & Simon, LLP — Friedman & Simon Cash or, Form 5500 (2025)
Creator: Friedman & Simon, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Friedman & Simon Cash or Deferred Plan

401(k) retirement plan · Friedman & Simon, LLP's Friedman & Simon Cash or Deferred Plan held $2.4M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Carol Faram for Daybright signed Friedman & Simon, LLP's 2025 Form 5500 as plan administrator.

Carol Faram for Daybright — 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

Friedman & Simon, LLP's EIN is 11-3075212.

EIN 11-3075212

Plan number 001

Plan year 2025

ACK ID 20260505095320NAL0000614883001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Friedman & Simon, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Friedman & Simon, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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