How big is Simon Equity Partners, LLC's plan?

Simon Equity Partners, LLC's plan reported $7K in assets and 1 participants for 2025.

Original filing (PDF)20260406220046NAL0004588755056

Simon Equity Partners, LLC

Name: Simon Equity Partners, LLC — Simon Equity Partners, Form 5500 (2025)
Creator: Simon Equity Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Simon Equity Partners 401(k) Plan

401(k) retirement plan · Simon Equity Partners, LLC's Simon Equity Partners 401(k) Plan held $7K in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

Plan identifiers

Simon Equity Partners, LLC's EIN is 20-5663352.

EIN 20-5663352

Plan number 002

Plan year 2025

ACK ID 20260406220046NAL0004588755056

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Simon Equity Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Simon Equity Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

SIMON EQUITY PARTNERS, LLC

EIN

all filings

Address

801 LARKSPUR LANDING CIRCLE · LARKSPUR, CA · 94939

Phone

(317) 575-1839

Industry

Finance & Insurance

Plan administrator