Original filing (PDF)20250616120459NAL0000877889001

MCGARRY AND SIMON

Name: MCGARRY AND SIMON — MCGARRY AND SIMON PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MCGARRY AND SIMON

Form 5500-SF

FILING_RECEIVED

MCGARRY AND SIMON PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$320K

Net assets (EOY)

$320K

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 average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MCGARRY AND SIMON

EIN

13-3339623all filings

Address

260 MADISON AVE 15TH FL · NEW YORK, NY · 10016

Phone

(212) 867-1238

Industry

Law Offices· Professional & Technical Servicessee all

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

2025-06-16

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

PEREZ COLLAZO LAW FIRM PLLC

PEREZ COLLAZO LAW FIRM LLC 401(K) PLAN

$320K · 2 participants

HOWELL LINKOUS & NETTLES, LLC

HOWELL LINKOUS & NETTLES, LLC 401(K) PLAN

$320K · 5 participants

MEYERSON LAW LLC

MEYERSON LAW 401(K) PLAN

$320K · 11 participants

THE FAMILY LAW GROUP CO. LPA

THE FAMILY LAW GROUP CO. LPA SAVINGS PLAN

$320K · 2 participants

ADAMS & IVEY, PLLC

ADAMS & IVEY, PLLC 401(K) PLAN

$320K · 3 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.