How big is Simone Management Group, Inc.'s plan?

Simone Management Group, Inc.'s plan reported $6.0M in assets and 39 participants for 2024.

Original filing (PDF)20251015213456NAL0002908755001

Simone Management Group, Inc.

Name: Simone Management Group, Inc. — Simone Management, Form 5500 (2024)
Creator: Simone Management Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simone Management Group, Inc. 401(k) Plan

401(k) retirement plan · Simone Management Group, Inc.'s Simone Management Group, Inc. 401(k) Plan held $6.0M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

Plan identifiers

Simone Management Group, Inc.'s EIN is 13-3443266.

EIN 13-3443266

Plan number 001

Plan year 2024

ACK ID 20251015213456NAL0002908755001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simone Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simone Management Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIMONE MANAGEMENT GROUP, INC.

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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

Knocking points off