Original filing (PDF)20250616142521NAL0000972257001

MCGARRY AND SIMON

Name: MCGARRY AND SIMON — MCGARRY AND SIMON 401(K) PLAN, Form 5500 (2024)
Creator: MCGARRY AND SIMON

Form 5500-SF

FILING_RECEIVED

MCGARRY AND SIMON 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$301K

Net assets (EOY)

$301K

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 (88th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th 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