How big is Simon Quick Advisors, LLC's plan?

Simon Quick Advisors, LLC's plan reported $14.8M in assets and 81 participants for 2024.

Original filing (PDF)20251009095656NAL0003805891001

Simon Quick Advisors, LLC

Name: Simon Quick Advisors, LLC — Simon Quick Advisors, Form 5500 (2024)
Creator: Simon Quick Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simon Quick Advisors 401(k) Plan

401(k) retirement plan · Simon Quick Advisors, LLC's Simon Quick Advisors 401(k) Plan held $14.8M in plan assets for 81 participants in 2024.

Active participants

Accounts w/ balance

103

Plan assets (EOY)

$14.8M

Net assets (EOY)

$14.8M

People on this filing

Tom Sorrentino signed Simon Quick Advisors, LLC's 2024 Form 5500 as plan administrator.

Tom Sorrentino — 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

Simon Quick Advisors, LLC's EIN is 14-1909645.

EIN 14-1909645

Plan number 001

Plan year 2024

ACK ID 20251009095656NAL0003805891001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Simon Quick Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Simon Quick Advisors, LLC'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 SIMON QUICK ADVISORS, LLC.

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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