Original filing (PDF)20260311093431NAL0005102817001

WILLIAM E SIMOM & SONS, LLC

Name: WILLIAM E SIMOM & SONS, LLC — WILLIAM E. SIMON SONS, LLC RETIREMENT PLAN, Form 5500 (2024)
Creator: WILLIAM E SIMOM & SONS, LLC

Form 5500-SF

FILING_RECEIVED

WILLIAM E. SIMON SONS, LLC RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late filing · 10.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Knocking points off

Filed 10.3 months past the 10.5-month grace window.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM E SIMOM & SONS, LLC.

Plan sponsor

Name

WILLIAM E SIMOM & SONS, LLC

EIN

22-3338529

Address

360 MOUNT KEMBLE AVE STE 5 · MORRISTOWN, NJ · 079606662

Phone

(973) 682-2696

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-06-17

Filed

2026-03-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

LOWELL BLAKE & ASSOCIATES, INC.

FINAL LOWELL, BLAKE & ASSOCIATES, INCORPORATED RETIREMENT PLAN AND 401(K) PLAN

LIPPERT/HEILSHORN & ASSOCIATES, INC.

LIPPERT/HEILSHORN 401(K) & PROFIT SHARING PLAN

GALTERE INC.

GALTERE INC. 401(K) PLAN

JEFFREY A SCALES

JEFFREY A SCALES 401(K) PROFIT SHARING PLAN AND TRUST

FIRST FINANCIAL STRATEGIES, LLC

FIRST FINANCIAL STRATEGIES, LLC 401(K) PLAN